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 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

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return