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 Q3	–	Sell	-12	Closed	-$367	–	689
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

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Cornerstone Planning Group's FG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of F&G Annuities & Life (FG) in Q3 2026, closing a stake of 12 shares — an estimated $367 sold.

Cornerstone Planning Group first reported a position in FG in Q4 2022 and held it in 14 quarters. The position peaked at $544 in Q4 2025. 63 funds tracked by Wall St. Rank hold FG as of Q3 2026.

Cornerstone Planning Group reported no remaining F&G Annuities & Life position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 12 F&G Annuities & Life shares in Q3 2026, an estimated $367.
Cornerstone Planning Group first reported a position in F&G Annuities & Life in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's F&G Annuities & Life position peaked at $544 in Q4 2025.
63 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.