LFG
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Larson Financial Group’s F&G Annuities & Life FG Stock Holding History

Larson 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 		$13.1K Sell
491
-4
-0.8% -$109 ﹤0.01% 2247
2026
Q1 		$12.5K Sell
495
-868
-64% -$22.6K ﹤0.01% 2108
2025
Q4 		$42K Sell
1,363
-1,401
-51% -$43.8K ﹤0.01% 1320
2025
Q3 		$86.4K Buy
2,764
+2,498
+939% +$82.5K ﹤0.01% 957
2025
Q2 		$8.51K Buy
+266
New +$8.83K ﹤0.01% 1881
2025
Q1 		– Sell
-10
Closed -$414 – 3111
2024
Q4 		$414 Hold
10
– – ﹤0.01% 2253
2024
Q3 		$447 Hold
10
– – ﹤0.01% 2153
2024
Q2 		$381 Sell
10
-12
-55% -$470 ﹤0.01% 1904
2024
Q1 		$907 Buy
22
+8
+57% +$335 ﹤0.01% 1469
2023
Q4 		$644 Hold
14
– – ﹤0.01% 1543
2023
Q3 		$393 Hold
14
– – ﹤0.01% 1597
2023
Q2 		$347 Hold
14
– – ﹤0.01% 1473
2023
Q1 		$254 Sell
14
-12
-46% -$240 ﹤0.01% 1457
2022
Q4 		$520 Buy
+26
New +$530 ﹤0.01% 1366

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

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

Larson Financial Group reduced its F&G Annuities & Life (FG) stake by 0.81% in Q2 2026, selling an estimated $109 and leaving 491 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Larson Financial Group first reported a position in FG in Q4 2022 and has held it in 14 quarters since. The position peaked at $86.4K in Q3 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Larson Financial Group held 491 shares of F&G Annuities & Life worth $13.1K as of Q2 2026.
  • Larson Financial Group sold 4 F&G Annuities & Life shares in Q2 2026, an estimated $109.
  • F&G Annuities & Life made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2247 holding.
  • Larson Financial Group first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 14 quarters since.
  • Larson Financial Group's F&G Annuities & Life position peaked at $86.4K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

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