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

Mascoma 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 Q3	$4.08K	Buy	+188	New	+$4.93K	﹤0.01%	403

Other funds holding FG

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Mascoma Wealth Management's FG Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in F&G Annuities & Life (FG) in Q3 2026: 188 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

68 funds tracked by Wall St. Rank hold FG as of Q3 2026.

Mascoma Wealth Management held 188 shares of F&G Annuities & Life worth $4.08K as of Q3 2026.
F&G Annuities & Life was a new Mascoma Wealth Management position in Q3 2026.
F&G Annuities & Life made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #403 holding.
68 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.