Mackenzie Financial
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Mackenzie Financial’s F&G Annuities & Life FG Stock Holding History

Mackenzie Financial’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 		$245K Buy
+9,201
New +$252K ﹤0.01% 1451
2026
Q1 		– Sell
-6,896
Closed -$219K – 1534
2025
Q4 		$219K Buy
+6,896
New +$216K ﹤0.01% 1511
2025
Q1 		– Sell
-5,072
Closed -$210K – 1723
2024
Q4 		$210K Buy
+5,072
New +$223K ﹤0.01% 1547

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

Mackenzie Financial's FG Position: Q2 2026 in Review

Mackenzie Financial opened a new position in F&G Annuities & Life (FG) in Q2 2026: 9,201 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in FG as recently as Q4 2025.

Mackenzie Financial first reported a position in FG in Q4 2024 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Mackenzie Financial held 9,201 shares of F&G Annuities & Life worth $245K as of Q2 2026.
  • F&G Annuities & Life was a new Mackenzie Financial position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1451 holding.
  • Mackenzie Financial first reported a position in F&G Annuities & Life in Q4 2024 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.