JG
FG icon

Joel Greenblatt’s F&G Annuities & Life FG Stock Holding History

Joel Greenblatt’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 		$1.65M Buy
61,984
+6,041
+11% +$165K ﹤0.01% 1206
2026
Q1 		$1.42M Buy
55,943
+4,970
+10% +$130K ﹤0.01% 1206
2025
Q4 		$1.57M Buy
50,973
+15,458
+44% +$484K 0.01% 1117
2025
Q3 		$1.11M Sell
35,515
-1,970
-5% -$65.1K ﹤0.01% 1166
2025
Q2 		$1.2M Buy
37,485
+14,672
+64% +$487K 0.01% 1085
2025
Q1 		$822K Sell
22,813
-226
-1% -$9.49K 0.01% 1063
2024
Q4 		$955K Sell
23,039
-5,965
-21% -$263K 0.01% 932
2024
Q3 		$1.3M Buy
29,004
+382
+1% +$15.8K 0.01% 850
2024
Q2 		$1.09M Buy
28,622
+1,990
+7% +$78K 0.01% 865
2024
Q1 		$1.08M Sell
26,632
-163
-0.6% -$6.82K 0.02% 826
2023
Q4 		$1.23M Sell
26,795
-3,055
-10% -$114K 0.02% 739
2023
Q3 		$838K Sell
29,850
-75
-0.3% -$2.03K 0.02% 834
2023
Q2 		$742K Buy
29,925
+11,632
+64% +$228K 0.02% 856
2023
Q1 		$331K Buy
+18,293
New +$366K 0.01% 1094

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Joel Greenblatt's FG Position: Q2 2026 in Review

Joel Greenblatt increased its F&G Annuities & Life (FG) stake by 11% in Q2 2026, buying an estimated $165K and bringing the position to 61,984 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Joel Greenblatt first reported a position in FG in Q1 2023 and has held it in 14 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Joel Greenblatt held 61,984 shares of F&G Annuities & Life worth $1.65M as of Q2 2026.
  • Joel Greenblatt bought 6,041 F&G Annuities & Life shares in Q2 2026, an estimated $165K.
  • F&G Annuities & Life made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1206 holding.
  • Joel Greenblatt first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 14 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.