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

Essential 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
Q2 		$3.08K Buy
116
+97
+511% +$2.65K ﹤0.01% 1782
2026
Q1 		$481 Sell
19
-414
-96% -$10.8K ﹤0.01% 2445
2025
Q4 		$13.4K Buy
433
+134
+45% +$4.19K ﹤0.01% 1056
2025
Q3 		$9.35K Buy
299
+137
+85% +$4.53K ﹤0.01% 1179
2025
Q2 		$5.18K Buy
+162
New +$5.38K ﹤0.01% 1040

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

Essential Partners's FG Position: Q2 2026 in Review

Essential Partners increased its F&G Annuities & Life (FG) stake by 511% in Q2 2026, buying an estimated $2.65K and bringing the position to 116 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Essential Partners first reported a position in FG in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.4K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Essential Partners held 116 shares of F&G Annuities & Life worth $3.08K as of Q2 2026.
  • Essential Partners bought 97 F&G Annuities & Life shares in Q2 2026, an estimated $2.65K.
  • F&G Annuities & Life made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1782 holding.
  • Essential Partners first reported a position in F&G Annuities & Life in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's F&G Annuities & Life position peaked at $13.4K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.