GWN Securities’s F&G Annuities & Life FG Stock Holding History

GWN Securities’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
2025 Q2	–	Sell	-7,469	Closed	-$231K	–	512
2025 Q1	$231K	Buy	+7,469	New	+$314K	0.01%	644

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

GWN Securities's FG Position: Q2 2025 in Review

GWN Securities sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 7,469 shares — an estimated $231K sold.

GWN Securities first reported a position in FG in Q1 2025 and held it in 1 quarter. The position peaked at $231K in Q1 2025. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

GWN Securities reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 7,469 F&G Annuities & Life shares in Q2 2025, an estimated $231K.
GWN Securities first reported a position in F&G Annuities & Life in Q1 2025 and held it in 1 quarter.
GWN Securities's F&G Annuities & Life position peaked at $231K in Q1 2025.
224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.