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

Golden State 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
2026
Q1 		– Sell
-33
Closed -$1.02K – 1658
2025
Q4 		$1.02K Hold
33
– – ﹤0.01% 1512
2025
Q3 		$1.03K Hold
33
– – ﹤0.01% 1502
2025
Q2 		$1.05K Hold
33
– – ﹤0.01% 1429
2025
Q1 		$1.19K Hold
33
– – ﹤0.01% 1401
2024
Q4 		$1.37K Buy
+33
New +$1.45K ﹤0.01% 1310

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Golden State Wealth Management's FG Position: Q1 2026 in Review

Golden State Wealth Management sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 33 shares — an estimated $1.02K sold.

Golden State Wealth Management first reported a position in FG in Q4 2024 and held it in 5 quarters. The position peaked at $1.37K in Q4 2024. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Golden State Wealth Management reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 33 F&G Annuities & Life shares in Q1 2026, an estimated $1.02K.
  • Golden State Wealth Management first reported a position in F&G Annuities & Life in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's F&G Annuities & Life position peaked at $1.37K in Q4 2024.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.