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Nalls Sherbakoff Group’s F&G Annuities & Life FG Stock Holding History

Nalls Sherbakoff Group’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 		$292 Hold
11
– – ﹤0.01% 366
2026
Q1 		$279 Hold
11
– – ﹤0.01% 400
2025
Q4 		$339 Buy
11
+5
+83% +$156 ﹤0.01% 429
2025
Q3 		$188 Hold
6
– – ﹤0.01% 421
2025
Q2 		$192 Hold
6
– – ﹤0.01% 421
2025
Q1 		$216 Buy
+6
New +$252 ﹤0.01% 425
2023
Q4 		$276 Hold
6
– – ﹤0.01% 438
2023
Q3 		$169 Hold
6
– – ﹤0.01% 452
2023
Q2 		$125 Hold
6
– – ﹤0.01% 476
2023
Q1 		$108 Buy
+6
New +$120 ﹤0.01% 510

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

Nalls Sherbakoff Group's FG Position: Q2 2026 in Review

Nalls Sherbakoff Group held its F&G Annuities & Life (FG) position steady in Q2 2026 at 11 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Nalls Sherbakoff Group first reported a position in FG in Q1 2023 and has held it in 10 quarters since. The position peaked at $339 in Q4 2025. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Nalls Sherbakoff Group held 11 shares of F&G Annuities & Life worth $292 as of Q2 2026.
  • Nalls Sherbakoff Group left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #366 holding.
  • Nalls Sherbakoff Group first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 10 quarters since.
  • Nalls Sherbakoff Group's F&G Annuities & Life position peaked at $339 in Q4 2025.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.