KFI
FG icon

Key Financial Inc’s F&G Annuities & Life FG Stock Holding History

Key Financial Inc’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 		$76 Hold
3
– – ﹤0.01% 1369
2025
Q4 		$93 Buy
3
+1
+50% +$31 ﹤0.01% 1414
2025
Q3 		$62 Hold
2
– – ﹤0.01% 1438
2025
Q2 		$64 Hold
2
– – ﹤0.01% 1414
2025
Q1 		$72 Hold
2
– – ﹤0.01% 1366
2024
Q4 		$83 Hold
2
– – ﹤0.01% 1363
2024
Q3 		$89 Hold
2
– – ﹤0.01% 1334
2024
Q2 		$76 Hold
2
– – ﹤0.01% 1322
2024
Q1 		$81 Hold
2
– – ﹤0.01% 1294
2023
Q4 		$92 Hold
2
– – ﹤0.01% 1296
2023
Q3 		$56 Hold
2
– – ﹤0.01% 1330
2023
Q2 		$50 Hold
2
– – ﹤0.01% 1373
2023
Q1 		$36 Buy
+2
New +$40 ﹤0.01% 1163

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BWA
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BlackRock
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VPM
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VCM
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Dimensional Fund Advisors
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NAMI
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Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return