MWM
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Magnolia Wealth Management’s F&G Annuities & Life FG Stock Holding History

Magnolia Wealth Management’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
-11
Closed -$279 – 82
2026
Q1 		$279 Buy
+11
New +$287 ﹤0.01% 210

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FNF
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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

Magnolia Wealth Management's FG Position: Q2 2026 in Review

Magnolia Wealth Management sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 11 shares — an estimated $279 sold.

Magnolia Wealth Management first reported a position in FG in Q1 2026 and held it in 1 quarter. The position peaked at $279 in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Magnolia Wealth Management reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 11 F&G Annuities & Life shares in Q2 2026, an estimated $279.
  • Magnolia Wealth Management first reported a position in F&G Annuities & Life in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's F&G Annuities & Life position peaked at $279 in Q1 2026.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.