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NewSquare Capital’s F&G Annuities & Life FG Stock Holding History

NewSquare Capital’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
-1
Closed -$32 – 546
2025
Q2 		$32 Hold
1
– – ﹤0.01% 1289
2025
Q1 		$36 Buy
+1
New +$42 ﹤0.01% 1149

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BlackRock
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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

NewSquare Capital's FG Position: Q3 2025 in Review

NewSquare Capital sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 1 share — an estimated $32 sold.

NewSquare Capital first reported a position in FG in Q1 2025 and held it in 2 quarters. The position peaked at $36 in Q1 2025. 227 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • NewSquare Capital reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 1 F&G Annuities & Life share in Q3 2025, an estimated $32.
  • NewSquare Capital first reported a position in F&G Annuities & Life in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's F&G Annuities & Life position peaked at $36 in Q1 2025.
  • 227 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.