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Laurel Wealth Advisors (North Carolina)’s F&G Annuities & Life FG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-19
Closed -$587 – 350
2025
Q4 		$587 Buy
+19
New +$594 ﹤0.01% 659

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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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Laurel Wealth Advisors (North Carolina)'s FG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 19 shares — an estimated $587 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $587 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 19 F&G Annuities & Life shares in Q1 2026, an estimated $587.
  • Laurel Wealth Advisors (North Carolina) first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s F&G Annuities & Life position peaked at $587 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.