JWM
FG icon

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

JPL 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
2026
Q2 		$2.69K Sell
101
-3
-3% -$82 ﹤0.01% 978
2026
Q1 		$2.63K Buy
+104
New +$2.71K ﹤0.01% 882
2025
Q4 		– Sell
-57
Closed -$1.78K – 465
2025
Q3 		$1.78K Buy
+57
New +$1.88K ﹤0.01% 883

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

JPL Wealth Management's FG Position: Q2 2026 in Review

JPL Wealth Management reduced its F&G Annuities & Life (FG) stake by 2.9% in Q2 2026, selling an estimated $82 and leaving 101 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

JPL Wealth Management first reported a position in FG in Q3 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • JPL Wealth Management held 101 shares of F&G Annuities & Life worth $2.69K as of Q2 2026.
  • JPL Wealth Management sold 3 F&G Annuities & Life shares in Q2 2026, an estimated $82.
  • F&G Annuities & Life made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #978 holding.
  • JPL Wealth Management first reported a position in F&G Annuities & Life in Q3 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

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