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

National Wealth Management 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 		$465K Hold
17,497
– – 0.14% 125
2026
Q1 		$443K Hold
17,497
– – 0.17% 127
2025
Q4 		$540K Hold
17,497
– – 0.19% 120
2025
Q3 		$547K Buy
+17,497
New +$578K 0.21% 113

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

National Wealth Management Group's FG Position: Q2 2026 in Review

National Wealth Management Group held its F&G Annuities & Life (FG) position steady in Q2 2026 at 17,497 shares worth $465K. The position accounts for 0.14% of the portfolio, ranked #125.

National Wealth Management Group first reported a position in FG in Q3 2025 and has held it in 4 quarters since. The position peaked at $547K in Q3 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • National Wealth Management Group held 17,497 shares of F&G Annuities & Life worth $465K as of Q2 2026.
  • National Wealth Management Group left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #125 holding.
  • National Wealth Management Group first reported a position in F&G Annuities & Life in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's F&G Annuities & Life position peaked at $547K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

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