LI
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LRI Investments’s F&G Annuities & Life FG Stock Holding History

LRI Investments’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 		$266 Buy
+10
New +$274 ﹤0.01% 1680
2026
Q1 		– Sell
-3
Closed -$93 – 1449
2025
Q4 		$93 Buy
+3
New +$94 ﹤0.01% 1344

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

LRI Investments's FG Position: Q2 2026 in Review

LRI Investments opened a new position in F&G Annuities & Life (FG) in Q2 2026: 10 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings. This is a return to the name: LRI Investments previously reported a position in FG as recently as Q4 2025.

LRI Investments first reported a position in FG in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • LRI Investments held 10 shares of F&G Annuities & Life worth $266 as of Q2 2026.
  • F&G Annuities & Life was a new LRI Investments position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1680 holding.
  • LRI Investments first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.