KFG
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Kelly Financial Group’s F&G Annuities & Life FG Stock Holding History

Kelly Financial Group’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 		– Sell
-105,850
Closed -$106K – 108
2026
Q1 		$106K Hold
105,850
– – 0.03% 100
2025
Q4 		$106K Hold
105,850
– – 0.03% 96
2025
Q3 		$106K Buy
105,850
+5,850
+6% +$193K 0.03% 95
2025
Q2 		$100K Hold
100,000
– – 0.03% 83
2025
Q1 		$100K Hold
100,000
– – 0.03% 80
2024
Q4 		$100K Buy
+100,000
New +$4.4M 0.04% 77

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

Kelly Financial Group's FG Position: Q2 2026 in Review

Kelly Financial Group sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 105,850 shares — an estimated $106K sold.

Kelly Financial Group first reported a position in FG in Q4 2024 and held it in 6 quarters. The position peaked at $106K in Q1 2026. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Kelly Financial Group reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Group sold 105,850 F&G Annuities & Life shares in Q2 2026, an estimated $106K.
  • Kelly Financial Group first reported a position in F&G Annuities & Life in Q4 2024 and held it in 6 quarters.
  • Kelly Financial Group's F&G Annuities & Life position peaked at $106K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.