CFO
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CVA Family Office’s F&G Annuities & Life FG Stock Holding History

CVA Family Office’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 		$3.4K Buy
128
+113
+753% +$3.09K ﹤0.01% 1394
2026
Q1 		$380 Buy
+15
New +$391 ﹤0.01% 1784
2024
Q3 		– Sell
-535
Closed -$20.4K – 1298
2024
Q2 		$20.4K Hold
535
– – ﹤0.01% 633
2024
Q1 		$21.7K Hold
535
– – ﹤0.01% 626
2023
Q4 		$24.6K Buy
+535
New +$19.9K ﹤0.01% 593

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

CVA Family Office's FG Position: Q2 2026 in Review

CVA Family Office increased its F&G Annuities & Life (FG) stake by 753% in Q2 2026, buying an estimated $3.09K and bringing the position to 128 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

CVA Family Office first reported a position in FG in Q4 2023 and has held it in 5 quarters since. The position peaked at $24.6K in Q4 2023. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • CVA Family Office held 128 shares of F&G Annuities & Life worth $3.4K as of Q2 2026.
  • CVA Family Office bought 113 F&G Annuities & Life shares in Q2 2026, an estimated $3.09K.
  • F&G Annuities & Life made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1394 holding.
  • CVA Family Office first reported a position in F&G Annuities & Life in Q4 2023 and has held it in 5 quarters since.
  • CVA Family Office's F&G Annuities & Life position peaked at $24.6K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.