Institute for Wealth Management’s F&G Annuities & Life FG Stock Holding History

Institute for Wealth Management’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	$1.01K	Buy	+38	New	+$1.04K	﹤0.01%	1661

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Institute for Wealth Management's FG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in F&G Annuities & Life (FG) in Q2 2026: 38 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

158 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Institute for Wealth Management held 38 shares of F&G Annuities & Life worth $1.01K as of Q2 2026.
F&G Annuities & Life was a new Institute for Wealth Management position in Q2 2026.
F&G Annuities & Life made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1661 holding.
158 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.