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Curio Wealth’s F&G Annuities & Life FG Stock Holding History

Curio Wealth’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 		– Sell
-4
Closed -$101 – 446
2026
Q1 		$101 Hold
4
– – ﹤0.01% 963
2025
Q4 		$123 Buy
+4
New +$125 ﹤0.01% 441
2025
Q2 		– Sell
-1
Closed -$829 – 377
2025
Q1 		$829 Sell
1
-19
-95% -$798 ﹤0.01% 333
2024
Q4 		$829 Buy
+20
New +$881 ﹤0.01% 283

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

Curio Wealth's FG Position: Q2 2026 in Review

Curio Wealth sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 4 shares — an estimated $101 sold.

Curio Wealth first reported a position in FG in Q4 2024 and held it in 4 quarters. The position peaked at $829 in Q1 2025. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Curio Wealth reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 4 F&G Annuities & Life shares in Q2 2026, an estimated $101.
  • Curio Wealth first reported a position in F&G Annuities & Life in Q4 2024 and held it in 4 quarters.
  • Curio Wealth's F&G Annuities & Life position peaked at $829 in Q1 2025.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.