Jones Financial Companies
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Jones Financial Companies’s F&G Annuities & Life FG Stock Holding History

Jones Financial Companies’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 		$16.5K Buy
609
+418
+219% +$11.4K ﹤0.01% 3588
2026
Q1 		$4.62K Sell
191
-50
-21% -$1.3K ﹤0.01% 3873
2025
Q4 		$7.42K Buy
241
+209
+653% +$6.54K ﹤0.01% 3351
2025
Q3 		$1.02K Buy
32
+16
+100% +$529 ﹤0.01% 3889
2025
Q2 		$514 Hold
16
– – ﹤0.01% 3802
2025
Q1 		$563 Buy
16
+14
+700% +$588 ﹤0.01% 3497
2024
Q4 		$83 Buy
+2
New +$88 ﹤0.01% 3364
2024
Q3 		– Sell
-1
Closed -$38 – 3051
2024
Q2 		$38 Buy
+1
New +$39 ﹤0.01% 2406

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

Jones Financial Companies's FG Position: Q2 2026 in Review

Jones Financial Companies increased its F&G Annuities & Life (FG) stake by 219% in Q2 2026, buying an estimated $11.4K and bringing the position to 609 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

Jones Financial Companies first reported a position in FG in Q2 2024 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Jones Financial Companies held 609 shares of F&G Annuities & Life worth $16.5K as of Q2 2026.
  • Jones Financial Companies bought 418 F&G Annuities & Life shares in Q2 2026, an estimated $11.4K.
  • F&G Annuities & Life made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3588 holding.
  • Jones Financial Companies first reported a position in F&G Annuities & Life in Q2 2024 and has held it in 8 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.