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

NewEdge 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
2026
Q2 		$8.38K Sell
315
-37
-11% -$1.01K ﹤0.01% 3580
2026
Q1 		$8.92K Sell
352
-8,810
-96% -$230K ﹤0.01% 3430
2025
Q4 		$283K Buy
9,162
+9,056
+8,543% +$283K ﹤0.01% 2349
2025
Q3 		$3.31K Sell
106
-10
-9% -$330 ﹤0.01% 3649
2025
Q2 		$3.71K Hold
116
– – ﹤0.01% 3482
2025
Q1 		$4.18K Sell
116
-30
-21% -$1.26K ﹤0.01% 3347
2024
Q4 		$6.05K Sell
146
-4
-3% -$176 ﹤0.01% 3180
2024
Q3 		$6.71K Sell
150
-5,533
-97% -$229K ﹤0.01% 3067
2024
Q2 		$216K Sell
5,683
-653
-10% -$25.6K ﹤0.01% 1880
2024
Q1 		$257K Sell
6,336
-143
-2% -$5.98K ﹤0.01% 1708
2023
Q4 		$293K Sell
6,479
-3,165
-33% -$118K ﹤0.01% 1554
2023
Q3 		$271K Sell
9,644
-10,028
-51% -$271K ﹤0.01% 1481
2023
Q2 		$487K Buy
19,672
+4,847
+33% +$95K 0.01% 1201
2023
Q1 		$269K Buy
14,825
+13,970
+1,634% +$280K ﹤0.01% 1413
2022
Q4 		$11.6K Buy
+855
New +$17.4K ﹤0.01% 2323

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

NewEdge Advisors's FG Position: Q2 2026 in Review

NewEdge Advisors reduced its F&G Annuities & Life (FG) stake by 11% in Q2 2026, selling an estimated $1.01K and leaving 315 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

NewEdge Advisors first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $487K in Q2 2023. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • NewEdge Advisors held 315 shares of F&G Annuities & Life worth $8.38K as of Q2 2026.
  • NewEdge Advisors sold 37 F&G Annuities & Life shares in Q2 2026, an estimated $1.01K.
  • F&G Annuities & Life made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3580 holding.
  • NewEdge Advisors first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's F&G Annuities & Life position peaked at $487K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.