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

JFS Wealth 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	$10.9K	Sell	410 -201	-33%	-$5.5K	﹤0.01%	974
2026 Q1	$15.5K	Buy	611 +124	+25%	+$3.23K	﹤0.01%	804
2025 Q4	$15K	Buy	487 +157	+48%	+$4.91K	﹤0.01%	846
2025 Q3	$10.3K	Sell	330 -6	-2%	-$198	﹤0.01%	889
2025 Q2	$10.7K	Sell	336 -8	-2%	-$266	﹤0.01%	845
2025 Q1	$12.4K	Sell	344 -8	-2%	-$336	﹤0.01%	809
2024 Q4	$14.6K	Buy	352 +20	+6%	+$881	﹤0.01%	736
2024 Q3	$14.8K	Buy	332 +1	+0.3%	+$41	﹤0.01%	721
2024 Q2	$12.6K	Buy	331 +14	+4%	+$549	﹤0.01%	722
2024 Q1	$12.9K	Hold	317	–	–	﹤0.01%	738
2023 Q4	$14.6K	Hold	317	–	–	﹤0.01%	669
2023 Q3	$8.9K	Hold	317	–	–	﹤0.01%	768
2023 Q2	$7.86K	Sell	317 -98	-24%	-$1.92K	﹤0.01%	808
2023 Q1	$7.52K	Sell	415 -83	-17%	-$1.66K	﹤0.01%	822
2022 Q4	$9.96K	Buy	+498	New	+$10.1K	﹤0.01%	716

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

JFS Wealth Advisors's FG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its F&G Annuities & Life (FG) stake by 33% in Q2 2026, selling an estimated $5.5K and leaving 410 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

JFS Wealth Advisors first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.5K in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

JFS Wealth Advisors held 410 shares of F&G Annuities & Life worth $10.9K as of Q2 2026.
JFS Wealth Advisors sold 201 F&G Annuities & Life shares in Q2 2026, an estimated $5.5K.
F&G Annuities & Life made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #974 holding.
JFS Wealth Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
JFS Wealth Advisors's F&G Annuities & Life position peaked at $15.5K in Q1 2026.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.