Fortitude Family Office’s F&G Annuities & Life FG Stock Holding History

Fortitude Family Office’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	$2.45K	Buy	92 +14	+18%	+$383	﹤0.01%	1413
2026 Q1	$1.98K	Buy	78 +4	+5%	+$104	﹤0.01%	1287
2025 Q4	$2.28K	Buy	74 +12	+19%	+$375	﹤0.01%	1120
2025 Q3	$1.94K	Hold	62	–	–	﹤0.01%	1229
2025 Q2	$1.98K	Buy	62 +15	+32%	+$498	﹤0.01%	1199
2025 Q1	$1.69K	Hold	47	–	–	﹤0.01%	946
2024 Q4	$1.95K	Hold	47	–	–	﹤0.01%	1040
2024 Q3	$2.1K	Hold	47	–	–	﹤0.01%	996
2024 Q2	$1.79K	Sell	47 -105	-69%	-$4.11K	﹤0.01%	818
2024 Q1	$6.16K	Buy	152 +105	+223%	+$4.39K	﹤0.01%	517
2023 Q4	$2.16K	Buy	+47	New	+$1.75K	﹤0.01%	857

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 $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Fortitude Family Office's FG Position: Q2 2026 in Review

Fortitude Family Office increased its F&G Annuities & Life (FG) stake by 18% in Q2 2026, buying an estimated $383 and bringing the position to 92 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Fortitude Family Office first reported a position in FG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.16K in Q1 2024. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Fortitude Family Office held 92 shares of F&G Annuities & Life worth $2.45K as of Q2 2026.
Fortitude Family Office bought 14 F&G Annuities & Life shares in Q2 2026, an estimated $383.
F&G Annuities & Life made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1413 holding.
Fortitude Family Office first reported a position in F&G Annuities & Life in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's F&G Annuities & Life position peaked at $6.16K in Q1 2024.
323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.