Creative Planning
FG icon

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

Creative Planning’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 		$2.1M Buy
79,150
+23,947
+43% +$655K ﹤0.01% 2051
2026
Q1 		$1.4M Buy
55,203
+31,625
+134% +$824K ﹤0.01% 2191
2025
Q4 		$727K Buy
+23,578
New +$738K ﹤0.01% 2533
2025
Q2 		– Sell
-7,997
Closed -$288K – 3724
2025
Q1 		$288K Buy
+7,997
New +$336K ﹤0.01% 2793
2023
Q4 		– Sell
-24
Closed -$664 – 2871
2023
Q3 		$664 Buy
+24
New +$649 ﹤0.01% 2850

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

Creative Planning's FG Position: Q2 2026 in Review

Creative Planning increased its F&G Annuities & Life (FG) stake by 43% in Q2 2026, buying an estimated $655K and bringing the position to 79,150 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Creative Planning first reported a position in FG in Q3 2023 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Creative Planning held 79,150 shares of F&G Annuities & Life worth $2.1M as of Q2 2026.
  • Creative Planning bought 23,947 F&G Annuities & Life shares in Q2 2026, an estimated $655K.
  • F&G Annuities & Life made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2051 holding.
  • Creative Planning first reported a position in F&G Annuities & Life in Q3 2023 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.