GHP Investment Advisors’s F&G Annuities & Life FG Stock Holding History

GHP Investment 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	$3.86K	Sell	145 -2	-1%	-$55	﹤0.01%	931
2026 Q1	$3.71K	Sell	147 -3,446	-96%	-$89.8K	﹤0.01%	944
2025 Q4	$111K	Buy	3,593 +3,520	+4,822%	+$110K	﹤0.01%	438
2025 Q3	$2.27K	Buy	73 +1	+1%	+$33	﹤0.01%	852
2025 Q2	$2.31K	Hold	72	–	–	﹤0.01%	853
2025 Q1	$2.58K	Buy	72 +1	+1%	+$42	﹤0.01%	844
2024 Q4	$2.95K	Hold	71	–	–	﹤0.01%	866
2024 Q3	$3.17K	Hold	71	–	–	﹤0.01%	858
2024 Q2	$2.69K	Buy	71 +1	+1%	+$39	﹤0.01%	833
2024 Q1	$2.85K	Hold	70	–	–	﹤0.01%	743
2023 Q4	$3.21K	Buy	70 +1	+1%	+$37	﹤0.01%	728
2023 Q3	$2K	Buy	+69	New	+$1.87K	﹤0.01%	845
2023 Q1	–	Sell	-212	Closed	-$4.24K	–	934
2022 Q4	$4.24K	Buy	+212	New	+$4.32K	﹤0.01%	788

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

GHP Investment Advisors's FG Position: Q2 2026 in Review

GHP Investment Advisors reduced its F&G Annuities & Life (FG) stake by 1.4% in Q2 2026, selling an estimated $55 and leaving 145 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

GHP Investment Advisors first reported a position in FG in Q4 2022 and has held it in 13 quarters since. The position peaked at $111K in Q4 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

GHP Investment Advisors held 145 shares of F&G Annuities & Life worth $3.86K as of Q2 2026.
GHP Investment Advisors sold 2 F&G Annuities & Life shares in Q2 2026, an estimated $55.
F&G Annuities & Life made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #931 holding.
GHP Investment Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 13 quarters since.
GHP Investment Advisors's F&G Annuities & Life position peaked at $111K in Q4 2025.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.