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 Q3	$65	Hold	3	–	–	﹤0.01%	1289
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

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Financial Inc's FG Position: Q3 2026 in Review

Key Financial Inc held its F&G Annuities & Life (FG) position steady in Q3 2026 at 3 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Key Financial Inc first reported a position in FG in Q1 2023 and has held it in 15 quarters since. The position peaked at $93 in Q4 2025. 125 funds tracked by Wall St. Rank hold FG as of Q3 2026.

Key Financial Inc held 3 shares of F&G Annuities & Life worth $65 as of Q3 2026.
Key Financial Inc left its F&G Annuities & Life share count unchanged in Q3 2026.
F&G Annuities & Life made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1289 holding.
Key Financial Inc first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 15 quarters since.
Key Financial Inc's F&G Annuities & Life position peaked at $93 in Q4 2025.
125 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.