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Evelyn Partners Asset Management’s F&G Annuities & Life FG Stock Holding History

Evelyn Partners Asset 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 		$228 Hold
9
– – ﹤0.01% 306
2025
Q4 		$278 Buy
+9
New +$282 ﹤0.01% 284

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Evelyn Partners Asset Management's FG Position: Q1 2026 in Review

Evelyn Partners Asset Management held its F&G Annuities & Life (FG) position steady in Q1 2026 at 9 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Evelyn Partners Asset Management first reported a position in FG in Q4 2025 and has held it in 2 quarters since. The position peaked at $278 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Evelyn Partners Asset Management held 9 shares of F&G Annuities & Life worth $228 as of Q1 2026.
  • Evelyn Partners Asset Management left its F&G Annuities & Life share count unchanged in Q1 2026.
  • F&G Annuities & Life made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #306 holding.
  • Evelyn Partners Asset Management first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Asset Management's F&G Annuities & Life position peaked at $278 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.