Global Retirement Partners’s F&G Annuities & Life FG Stock Holding History

Global Retirement Partners’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	$2.85K	Buy	+107	New	+$2.93K	﹤0.01%	3891
2025 Q4	$9.35K	Buy	303 +290	+2,231%	+$9.07K	﹤0.01%	3187
2025 Q3	$407	Hold	13	–	–	﹤0.01%	3669
2025 Q2	$416	Buy	+13	New	+$432	﹤0.01%	3598
2024 Q4	$539	Sell	13 -33	-72%	-$1.45K	﹤0.01%	3385
2024 Q3	$2.06K	Sell	46 -165	-78%	-$6.83K	﹤0.01%	2928
2024 Q2	$8.03K	Buy	211 +1	+0.5%	+$39	﹤0.01%	2408
2024 Q1	$8.52K	Sell	210 -2	-0.9%	-$84	﹤0.01%	2191
2023 Q4	$8.94K	Sell	212 -19	-8%	-$709	﹤0.01%	2112
2023 Q3	$6.16K	Buy	231 +1	+0.4%	+$27	﹤0.01%	2116
2023 Q2	$5.7K	Sell	230 -95	-29%	-$1.86K	﹤0.01%	2155
2023 Q1	$5.87K	Buy	325 +226	+228%	+$4.53K	﹤0.01%	2112
2022 Q4	$1.98K	Buy	+99	New	+$2.02K	﹤0.01%	2370

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

Global Retirement Partners's FG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in F&G Annuities & Life (FG) in Q2 2026: 107 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #3891 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FG as recently as Q4 2025.

Global Retirement Partners first reported a position in FG in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.35K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Global Retirement Partners held 107 shares of F&G Annuities & Life worth $2.85K as of Q2 2026.
F&G Annuities & Life was a new Global Retirement Partners position in Q2 2026.
F&G Annuities & Life made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3891 holding.
Global Retirement Partners first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's F&G Annuities & Life position peaked at $9.35K in Q4 2025.
323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.