Commonwealth Equity Services
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Commonwealth Equity Services’s F&G Annuities & Life FG Stock Holding History

Commonwealth Equity Services’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
9,094
-278
-3% -$7.6K ﹤0.01% 3965
2026
Q1 		$237K Buy
9,372
+2,231
+31% +$58.1K ﹤0.01% 3842
2025
Q4 		$220K Sell
7,141
-3,549
-33% -$111K ﹤0.01% 3900
2025
Q3 		$334K Buy
10,690
+2,898
+37% +$95.7K ﹤0.01% 3531
2025
Q2 		$249K Sell
7,792
-288
-4% -$9.56K ﹤0.01% 3751
2025
Q1 		$291K Buy
8,080
+1,012
+14% +$42.5K ﹤0.01% 3528
2024
Q4 		$293K Sell
7,068
-256
-3% -$11.3K ﹤0.01% 3415
2024
Q3 		$328K Sell
7,324
-925
-11% -$38.3K ﹤0.01% 3279
2024
Q2 		$314K Buy
8,249
+1,620
+24% +$63.5K ﹤0.01% 3249
2024
Q1 		$269K Buy
6,629
+156
+2% +$6.53K ﹤0.01% 3367
2023
Q4 		$298K Sell
6,473
-993
-13% -$37K ﹤0.01% 3179
2023
Q3 		$210K Buy
+7,466
New +$202K ﹤0.01% 3336

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Commonwealth Equity Services's FG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its F&G Annuities & Life (FG) stake by 3% in Q2 2026, selling an estimated $7.6K and leaving 9,094 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Commonwealth Equity Services first reported a position in FG in Q3 2023 and has held it in 12 quarters since. The position peaked at $334K in Q3 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Commonwealth Equity Services held 9,094 shares of F&G Annuities & Life worth $242K as of Q2 2026.
  • Commonwealth Equity Services sold 278 F&G Annuities & Life shares in Q2 2026, an estimated $7.6K.
  • F&G Annuities & Life made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3965 holding.
  • Commonwealth Equity Services first reported a position in F&G Annuities & Life in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's F&G Annuities & Life position peaked at $334K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.