DFA
FG icon

DHJJ Financial Advisors’s F&G Annuities & Life FG Stock Holding History

DHJJ Financial Advisors’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 		$1.52K Hold
57
– – ﹤0.01% 782
2026
Q1 		$1.44K Hold
57
– – ﹤0.01% 774
2025
Q4 		$1.77K Buy
+57
New +$1.78K ﹤0.01% 723

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 $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

DHJJ Financial Advisors's FG Position: Q2 2026 in Review

DHJJ Financial Advisors held its F&G Annuities & Life (FG) position steady in Q2 2026 at 57 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

DHJJ Financial Advisors first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • DHJJ Financial Advisors held 57 shares of F&G Annuities & Life worth $1.52K as of Q2 2026.
  • DHJJ Financial Advisors left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #782 holding.
  • DHJJ Financial Advisors first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • DHJJ Financial Advisors's F&G Annuities & Life position peaked at $1.77K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.