IFP Advisors’s F&G Annuities & Life FG Stock Holding History

IFP 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
2026 Q2	$135K	Sell	5,070 -273	-5%	-$7.47K	﹤0.01%	1773
2026 Q1	$135K	Buy	5,343 +1,551	+41%	+$40.4K	﹤0.01%	1633
2025 Q4	$117K	Buy	3,792 +3,597	+1,845%	+$113K	﹤0.01%	1696
2025 Q3	$6.1K	Sell	195 -1	-0.5%	-$33	﹤0.01%	3140
2025 Q2	$6.27K	Buy	+196	New	+$6.51K	﹤0.01%	3213
2025 Q1	–	Hold	0	–	–	–	3949
2024 Q4	–	Hold	0	–	–	–	4100
2023 Q4	–	Sell	-7	Closed	-$196	–	3145
2023 Q3	$196	Hold	7	–	–	﹤0.01%	3196
2023 Q2	$174	Sell	7 -2	-22%	-$39	﹤0.01%	3326
2023 Q1	$151	Sell	9 -99	-92%	-$1.98K	﹤0.01%	3290
2022 Q4	$27K	Buy	+108	New	+$2.2K	﹤0.01%	2672

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

IFP Advisors's FG Position: Q2 2026 in Review

IFP Advisors reduced its F&G Annuities & Life (FG) stake by 5.1% in Q2 2026, selling an estimated $7.47K and leaving 5,070 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

IFP Advisors first reported a position in FG in Q4 2022 and has held it in 9 quarters since. The position peaked at $135K in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

IFP Advisors held 5,070 shares of F&G Annuities & Life worth $135K as of Q2 2026.
IFP Advisors sold 273 F&G Annuities & Life shares in Q2 2026, an estimated $7.47K.
F&G Annuities & Life made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1773 holding.
IFP Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 9 quarters since.
IFP Advisors's F&G Annuities & Life position peaked at $135K in Q1 2026.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.