EP
FG icon

Edgestream Partners’s F&G Annuities & Life FG Stock Holding History

Edgestream Partners’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 		$4.86M Buy
191,759
+43,264
+29% +$1.13M 0.16% 233
2025
Q4 		$4.58M Buy
148,495
+86,555
+140% +$2.71M 0.13% 274
2025
Q3 		$1.94M Buy
+61,940
New +$2.05M 0.06% 535
2024
Q1 		– Sell
-6,552
Closed -$301K – 878
2023
Q4 		$301K Buy
+6,552
New +$244K 0.02% 722

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgestream Partners's FG Position: Q1 2026 in Review

Edgestream Partners increased its F&G Annuities & Life (FG) stake by 29% in Q1 2026, buying an estimated $1.13M and bringing the position to 191,759 shares worth $4.86M. The position accounts for 0.16% of the portfolio, ranked #233.

Edgestream Partners first reported a position in FG in Q4 2023 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Edgestream Partners held 191,759 shares of F&G Annuities & Life worth $4.86M as of Q1 2026.
  • Edgestream Partners bought 43,264 F&G Annuities & Life shares in Q1 2026, an estimated $1.13M.
  • F&G Annuities & Life made up 0.16% of Edgestream Partners's portfolio in Q1 2026, its #233 holding.
  • Edgestream Partners first reported a position in F&G Annuities & Life in Q4 2023 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.