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IEQ Capital’s F&G Annuities & Life FG Stock Holding History

IEQ Capital’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 		$245K Buy
9,230
+722
+8% +$19.7K ﹤0.01% 1734
2026
Q1 		$215K Sell
8,508
-8,528
-50% -$222K ﹤0.01% 1656
2025
Q4 		$526K Buy
17,036
+4,659
+38% +$146K ﹤0.01% 1309
2025
Q3 		$387K Buy
12,377
+5,552
+81% +$183K ﹤0.01% 1412
2025
Q2 		$218K Buy
+6,825
New +$227K ﹤0.01% 1571

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

IEQ Capital's FG Position: Q2 2026 in Review

IEQ Capital increased its F&G Annuities & Life (FG) stake by 8.5% in Q2 2026, buying an estimated $19.7K and bringing the position to 9,230 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

IEQ Capital first reported a position in FG in Q2 2025 and has held it in 5 quarters since. The position peaked at $526K in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • IEQ Capital held 9,230 shares of F&G Annuities & Life worth $245K as of Q2 2026.
  • IEQ Capital bought 722 F&G Annuities & Life shares in Q2 2026, an estimated $19.7K.
  • F&G Annuities & Life made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1734 holding.
  • IEQ Capital first reported a position in F&G Annuities & Life in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's F&G Annuities & Life position peaked at $526K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.