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Evergreen Capital Management’s F&G Annuities & Life FG Stock Holding History

Evergreen Capital 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
-8,788
Closed -$271K – 1553
2025
Q4 		$271K Buy
+8,788
New +$275K 0.01% 1112

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Evergreen Capital Management's FG Position: Q1 2026 in Review

Evergreen Capital Management sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 8,788 shares — an estimated $271K sold.

Evergreen Capital Management first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Evergreen Capital Management reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 8,788 F&G Annuities & Life shares in Q1 2026, an estimated $271K.
  • Evergreen Capital Management first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Evergreen Capital Management's F&G Annuities & Life position peaked at $271K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.