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Cornerstone Planning Group’s F&G Annuities & Life FG Stock Holding History

Cornerstone Planning Group’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 		$367 Sell
12
-1
-8% -$27 ﹤0.01% 1759
2026
Q1 		$359 Sell
13
-6
-32% -$156 ﹤0.01% 1718
2025
Q4 		$544 Buy
19
+14
+280% +$438 ﹤0.01% 1494
2025
Q3 		$147 Hold
5
– – ﹤0.01% 1622
2025
Q2 		$163 Sell
5
-3
-38% -$100 ﹤0.01% 1468
2025
Q1 		$276 Buy
8
+7
+700% +$294 ﹤0.01% 1432
2024
Q4 		$45 Hold
1
– – ﹤0.01% 1370
2024
Q3 		$42 Sell
1
-2
-67% -$83 ﹤0.01% 1271
2024
Q2 		$75 Buy
3
+1
+50% +$39 ﹤0.01% 1211
2024
Q1 		$80 Sell
2
-1
-33% -$42 ﹤0.01% 1049
2023
Q4 		$138 Hold
3
– – ﹤0.01% 885
2023
Q3 		$84 Sell
3
-1
-25% -$27 ﹤0.01% 1112
2023
Q2 		$99 Buy
+4
New +$78 ﹤0.01% 1540
2022
Q4 		$125 Buy
+6
New +$122 ﹤0.01% 1528

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

Cornerstone Planning Group's FG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its F&G Annuities & Life (FG) stake by 7.7% in Q2 2026, selling an estimated $27 and leaving 12 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Cornerstone Planning Group first reported a position in FG in Q4 2022 and has held it in 14 quarters since. The position peaked at $544 in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Cornerstone Planning Group held 12 shares of F&G Annuities & Life worth $367 as of Q2 2026.
  • Cornerstone Planning Group sold 1 F&G Annuities & Life share in Q2 2026, an estimated $27.
  • F&G Annuities & Life made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1759 holding.
  • Cornerstone Planning Group first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's F&G Annuities & Life position peaked at $544 in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.