FLP Wealth Management’s F&G Annuities & Life FG Stock Holding History

FLP Wealth 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
2025 Q1	–	Sell	-1	Closed	-$44	–	195
2024 Q4	$44	Buy	+1	New	+$44	﹤0.01%	457

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FLP Wealth Management's FG Position: Q1 2025 in Review

FLP Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2025, closing a stake of 1 share — an estimated $44 sold.

FLP Wealth Management first reported a position in FG in Q4 2024 and held it in 1 quarter. The position peaked at $44 in Q4 2024. 243 funds tracked by Wall St. Rank hold FG as of Q1 2025.

FLP Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 1 F&G Annuities & Life share in Q1 2025, an estimated $44.
FLP Wealth Management first reported a position in F&G Annuities & Life in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's F&G Annuities & Life position peaked at $44 in Q4 2024.
243 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.