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HM Payson & Co’s F&G Annuities & Life FG Stock Holding History

HM Payson & Co’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 		$5.5K Buy
207
+118
+133% +$3.23K ﹤0.01% 973
2026
Q1 		$2.25K Sell
89
-1
-1% -$26 ﹤0.01% 1031
2025
Q4 		$2.77K Buy
90
+28
+45% +$876 ﹤0.01% 1021
2025
Q3 		$1.94K Buy
+62
New +$2.05K ﹤0.01% 1012
2023
Q2 		– Sell
-8
Closed -$145 – 1025
2023
Q1 		$145 Sell
8
-1
-11% -$20 ﹤0.01% 1002
2022
Q4 		$173 Buy
+9
New +$183 ﹤0.01% 917

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

HM Payson & Co's FG Position: Q2 2026 in Review

HM Payson & Co increased its F&G Annuities & Life (FG) stake by 133% in Q2 2026, buying an estimated $3.23K and bringing the position to 207 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

HM Payson & Co first reported a position in FG in Q4 2022 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • HM Payson & Co held 207 shares of F&G Annuities & Life worth $5.5K as of Q2 2026.
  • HM Payson & Co bought 118 F&G Annuities & Life shares in Q2 2026, an estimated $3.23K.
  • F&G Annuities & Life made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #973 holding.
  • HM Payson & Co first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.