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Mutual Advisors’s F&G Annuities & Life FG Stock Holding History

Mutual Advisors’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
2025
Q3 		– Sell
-16,759
Closed -$540K – 1306
2025
Q2 		$540K Sell
16,759
-1,275
-7% -$42.3K 0.01% 748
2025
Q1 		$631K Buy
+18,034
New +$757K 0.02% 617

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mutual Advisors's FG Position: Q3 2025 in Review

Mutual Advisors sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 16,759 shares — an estimated $540K sold.

Mutual Advisors first reported a position in FG in Q1 2025 and held it in 2 quarters. The position peaked at $631K in Q1 2025. 227 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • Mutual Advisors reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 16,759 F&G Annuities & Life shares in Q3 2025, an estimated $540K.
  • Mutual Advisors first reported a position in F&G Annuities & Life in Q1 2025 and held it in 2 quarters.
  • Mutual Advisors's F&G Annuities & Life position peaked at $631K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.