Investors Research Corp’s F&G Annuities & Life FG Stock Holding History

Investors Research Corp’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	$984	Hold	37	–	–	﹤0.01%	736
2026 Q1	$937	Hold	37	–	–	﹤0.01%	772
2025 Q4	$1.14K	Hold	37	–	–	﹤0.01%	783
2025 Q3	$1.16K	Hold	37	–	–	﹤0.01%	807
2025 Q2	$1.18K	Hold	37	–	–	﹤0.01%	852
2025 Q1	$1.33K	Hold	37	–	–	﹤0.01%	875
2024 Q4	$1.53K	Hold	37	–	–	﹤0.01%	861
2024 Q3	$1.66K	Hold	37	–	–	﹤0.01%	892
2024 Q2	$1.41K	Hold	37	–	–	﹤0.01%	959
2024 Q1	$1.5K	Hold	37	–	–	﹤0.01%	929
2023 Q4	$1.7K	Sell	37 -1,196	-97%	-$44.6K	﹤0.01%	953
2023 Q3	$34.6K	Hold	1,233	–	–	0.01%	566
2023 Q2	$30.6K	Hold	1,233	–	–	0.01%	589
2023 Q1	$22.3K	Hold	1,233	–	–	0.01%	649
2022 Q4	$24.7K	Buy	+1,233	New	+$25.1K	0.01%	623

Other funds holding FG

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return