CI
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CX Institutional’s F&G Annuities & Life FG Stock Holding History

CX Institutional’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 		$1K Sell
47
-14
-23% -$383 ﹤0.01% 1520
2026
Q1 		$2K Sell
61
-980
-94% -$25.5K ﹤0.01% 1451
2025
Q4 		$32K Buy
+1,041
New +$32.6K ﹤0.01% 1038

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

CX Institutional's FG Position: Q2 2026 in Review

CX Institutional reduced its F&G Annuities & Life (FG) stake by 23% in Q2 2026, selling an estimated $383 and leaving 47 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

CX Institutional first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $32K in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • CX Institutional held 47 shares of F&G Annuities & Life worth $1K as of Q2 2026.
  • CX Institutional sold 14 F&G Annuities & Life shares in Q2 2026, an estimated $383.
  • F&G Annuities & Life made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1520 holding.
  • CX Institutional first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's F&G Annuities & Life position peaked at $32K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.