Focus Partners Wealth
FG icon

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

Focus Partners Wealth’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 		$249K Buy
+9,375
New +$256K ﹤0.01% 2369
2026
Q1 		– Sell
-8,639
Closed -$267K – 2717
2025
Q4 		$267K Buy
+8,639
New +$270K ﹤0.01% 2291

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

Focus Partners Wealth's FG Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in F&G Annuities & Life (FG) in Q2 2026: 9,375 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #2369 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in FG as recently as Q4 2025.

Focus Partners Wealth first reported a position in FG in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Focus Partners Wealth held 9,375 shares of F&G Annuities & Life worth $249K as of Q2 2026.
  • F&G Annuities & Life was a new Focus Partners Wealth position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2369 holding.
  • Focus Partners Wealth first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's F&G Annuities & Life position peaked at $267K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.