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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
Q2 		$80 Hold
3
– – ﹤0.01% 1329
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

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

Key Financial Inc's FG Position: Q2 2026 in Review

Key Financial Inc held its F&G Annuities & Life (FG) position steady in Q2 2026 at 3 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Key Financial Inc first reported a position in FG in Q1 2023 and has held it in 14 quarters since. The position peaked at $93 in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Key Financial Inc held 3 shares of F&G Annuities & Life worth $80 as of Q2 2026.
  • Key Financial Inc left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1329 holding.
  • Key Financial Inc first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 14 quarters since.
  • Key Financial Inc's F&G Annuities & Life position peaked at $93 in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.