LWCFA
FG icon

Loring Wolcott & Coolidge Fiduciary Advisors’s F&G Annuities & Life FG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		– Sell
-1,203
Closed -$28.9K – 571
2026
Q1 		$28.9K Sell
1,203
-161
-12% -$4.2K ﹤0.01% 461
2025
Q4 		$39.1K Buy
+1,364
New +$42.7K ﹤0.01% 433
2023
Q3 		– Sell
-7
Closed -$173 – 624
2023
Q2 		$173 Buy
+7
New +$137 ﹤0.01% 626

Other funds holding FG

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 1,203 shares — an estimated $28.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FG in Q2 2023 and held it in 3 quarters. The position peaked at $39.1K in Q4 2025. 102 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,203 F&G Annuities & Life shares in Q2 2026, an estimated $28.9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in F&G Annuities & Life in Q2 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's F&G Annuities & Life position peaked at $39.1K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.