HWA
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Heartwood Wealth Advisors’s F&G Annuities & Life FG Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-229
Closed -$7.16K – 350
2025
Q3 		$7.16K Buy
+229
New +$7.56K ﹤0.01% 400

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 $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Heartwood Wealth Advisors's FG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of F&G Annuities & Life (FG) in Q4 2025, closing a stake of 229 shares — an estimated $7.16K sold.

Heartwood Wealth Advisors first reported a position in FG in Q3 2025 and held it in 1 quarter. The position peaked at $7.16K in Q3 2025. 452 funds tracked by Wall St. Rank hold FG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining F&G Annuities & Life position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 229 F&G Annuities & Life shares in Q4 2025, an estimated $7.16K.
  • Heartwood Wealth Advisors first reported a position in F&G Annuities & Life in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's F&G Annuities & Life position peaked at $7.16K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.