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Kestra Advisory Services’s F&G Annuities & Life FG Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,619
Closed -$80.8K – 3546
2025
Q4 		$80.8K Buy
+2,619
New +$81.9K ﹤0.01% 3594

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BWA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kestra Advisory Services's FG Position: Q1 2026 in Review

Kestra Advisory Services sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 2,619 shares — an estimated $80.8K sold.

Kestra Advisory Services first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $80.8K in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Kestra Advisory Services reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,619 F&G Annuities & Life shares in Q1 2026, an estimated $80.8K.
  • Kestra Advisory Services first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's F&G Annuities & Life position peaked at $80.8K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.