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MassMutual Private Wealth & Trust’s F&G Annuities & Life FG Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.28K Hold
161
– – ﹤0.01% 1738
2026
Q1 		$4.08K Buy
161
+118
+274% +$3.08K ﹤0.01% 1757
2025
Q4 		$1.34K Buy
43
+31
+258% +$970 ﹤0.01% 2089
2025
Q3 		$375 Hold
12
– – ﹤0.01% 2278
2025
Q2 		$384 Sell
12
-38
-76% -$1.26K ﹤0.01% 2252
2025
Q1 		$1.8K Buy
50
+38
+317% +$1.6K ﹤0.01% 1951
2024
Q4 		$497 Hold
12
– – ﹤0.01% 2141
2024
Q3 		$537 Buy
12
+5
+71% +$207 ﹤0.01% 1965
2024
Q2 		$266 Buy
+7
New +$274 ﹤0.01% 2044
2024
Q1 		– Sell
-4
Closed -$184 – 2076
2023
Q4 		$184 Hold
4
– – ﹤0.01% 1917
2023
Q3 		$112 Buy
+4
New +$108 ﹤0.01% 1946
2023
Q2 		– Sell
-103
Closed -$1.87K – 1940
2023
Q1 		$1.87K Sell
103
-1
-1% -$20 ﹤0.01% 1439
2022
Q4 		$2K Buy
+104
New +$2.12K ﹤0.01% 1249

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

MassMutual Private Wealth & Trust's FG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its F&G Annuities & Life (FG) position steady in Q2 2026 at 161 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

MassMutual Private Wealth & Trust first reported a position in FG in Q4 2022 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 161 shares of F&G Annuities & Life worth $4.28K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1738 holding.
  • MassMutual Private Wealth & Trust first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.