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

Physician Wealth 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 		$479 Buy
+18
New +$492 ﹤0.01% 2154
2026
Q1 		– Sell
-7
Closed -$226 – 2124
2025
Q4 		$226 Sell
7
-24
-77% -$751 ﹤0.01% 1997
2025
Q3 		$970 Hold
31
– – ﹤0.01% 1596
2025
Q2 		$992 Buy
+31
New +$1.03K ﹤0.01% 1432

Other funds holding FG

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Physician Wealth Advisors's FG Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in F&G Annuities & Life (FG) in Q2 2026: 18 shares worth $479. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in FG as recently as Q4 2025.

Physician Wealth Advisors first reported a position in FG in Q2 2025 and has held it in 4 quarters since. The position peaked at $992 in Q2 2025. 105 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Physician Wealth Advisors held 18 shares of F&G Annuities & Life worth $479 as of Q2 2026.
  • F&G Annuities & Life was a new Physician Wealth Advisors position in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2154 holding.
  • Physician Wealth Advisors first reported a position in F&G Annuities & Life in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's F&G Annuities & Life position peaked at $992 in Q2 2025.
  • 105 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.