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

Dogwood Wealth Management’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
Q1 		– Sell
-26
Closed -$802 – 880
2025
Q4 		$802 Hold
26
– – ﹤0.01% 638
2025
Q3 		$813 Buy
+26
New +$859 ﹤0.01% 616

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dogwood Wealth Management's FG Position: Q1 2026 in Review

Dogwood Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 26 shares — an estimated $802 sold.

Dogwood Wealth Management first reported a position in FG in Q3 2025 and held it in 2 quarters. The position peaked at $813 in Q3 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Dogwood Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 26 F&G Annuities & Life shares in Q1 2026, an estimated $802.
  • Dogwood Wealth Management first reported a position in F&G Annuities & Life in Q3 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's F&G Annuities & Life position peaked at $813 in Q3 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.