EverSource Wealth Advisors’s F&G Annuities & Life FG Stock Holding History

EverSource Wealth Advisors’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	$11.7K	Sell	440 -1,032	-70%	-$28.2K	﹤0.01%	2819
2026 Q1	$37.3K	Sell	1,472 -102	-6%	-$2.66K	﹤0.01%	2098
2025 Q4	$48.6K	Buy	1,574 +363	+30%	+$11.4K	﹤0.01%	1771
2025 Q3	$37.9K	Buy	1,211 +552	+84%	+$18.2K	﹤0.01%	1910
2025 Q2	$21.1K	Buy	659 +176	+36%	+$5.84K	﹤0.01%	2249
2025 Q1	$17.4K	Buy	483 +21	+5%	+$882	﹤0.01%	1765
2024 Q4	$19.1K	Buy	462 +22	+5%	+$969	﹤0.01%	1647
2024 Q3	$19.7K	Buy	440 +1	+0.2%	+$41	﹤0.01%	1497
2024 Q2	$18.9K	Buy	439 +8	+2%	+$313	﹤0.01%	1533
2024 Q1	$16.3K	Buy	431 +91	+27%	+$3.81K	﹤0.01%	1459
2023 Q4	$15.6K	Hold	340	–	–	﹤0.01%	1356
2023 Q3	$9.54K	Hold	340	–	–	﹤0.01%	1439
2023 Q2	$8.43K	Sell	340 -155	-31%	-$3.04K	﹤0.01%	1515
2023 Q1	$8.97K	Sell	495 -220	-31%	-$4.41K	﹤0.01%	1415
2022 Q4	$14.3K	Buy	+715	New	+$14.6K	﹤0.01%	1191

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

EverSource Wealth Advisors's FG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its F&G Annuities & Life (FG) stake by 70% in Q2 2026, selling an estimated $28.2K and leaving 440 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

EverSource Wealth Advisors first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.6K in Q4 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

EverSource Wealth Advisors held 440 shares of F&G Annuities & Life worth $11.7K as of Q2 2026.
EverSource Wealth Advisors sold 1,032 F&G Annuities & Life shares in Q2 2026, an estimated $28.2K.
F&G Annuities & Life made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2819 holding.
EverSource Wealth Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's F&G Annuities & Life position peaked at $48.6K in Q4 2025.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.