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Iron Horse Wealth Management’s F&G Annuities & Life FG Stock Holding History

Iron Horse 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
2025
Q2 		$167K Buy
5,222
+543
+12% +$18K 0.05% 60
2025
Q1 		$169K Buy
4,679
+404
+9% +$17K 0.05% 56
2024
Q4 		$177K Buy
4,275
+1,040
+32% +$45.8K 0.06% 57
2024
Q3 		$145K Buy
3,235
+312
+11% +$12.9K 0.05% 58
2024
Q2 		$111K Buy
2,923
+2,568
+723% +$101K 0.04% 61
2024
Q1 		$14.4K Buy
355
+354
+35,400% +$14.8K 0.01% 168
2023
Q4 		$46 Sell
1
-121
-99% -$4.51K ﹤0.01% 491
2023
Q3 		$3.43K Buy
122
+17
+16% +$460 ﹤0.01% 302
2023
Q2 		$2.6K Buy
105
+52
+98% +$1.02K ﹤0.01% 209
2023
Q1 		$976 Buy
53
+38
+253% +$761 ﹤0.01% 297
2022
Q4 		$0 Buy
+15
New +$306 ﹤0.01% 247

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Iron Horse Wealth Management's FG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its F&G Annuities & Life (FG) stake by 12% in Q2 2025, buying an estimated $18K and bringing the position to 5,222 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #60.

Iron Horse Wealth Management first reported a position in FG in Q4 2022 and has held it in 11 quarters since. The position peaked at $177K in Q4 2024. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • Iron Horse Wealth Management held 5,222 shares of F&G Annuities & Life worth $167K as of Q2 2025.
  • Iron Horse Wealth Management bought 543 F&G Annuities & Life shares in Q2 2025, an estimated $18K.
  • F&G Annuities & Life made up 0.05% of Iron Horse Wealth Management's portfolio in Q2 2025, its #60 holding.
  • Iron Horse Wealth Management first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 11 quarters since.
  • Iron Horse Wealth Management's F&G Annuities & Life position peaked at $177K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.