PWPS
FG icon

Pinnacle Wealth Planning Services’s F&G Annuities & Life FG Stock Holding History

Pinnacle Wealth Planning Services’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 		$52.5K Buy
1,973
+595
+43% +$16.3K 0.01% 1245
2026
Q1 		$34.9K Buy
1,378
+186
+16% +$4.85K ﹤0.01% 1399
2025
Q4 		$36.8K Buy
+1,192
New +$37.3K ﹤0.01% 1399

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

Pinnacle Wealth Planning Services's FG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its F&G Annuities & Life (FG) stake by 43% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,973 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #1245.

Pinnacle Wealth Planning Services first reported a position in FG in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,973 shares of F&G Annuities & Life worth $52.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 595 F&G Annuities & Life shares in Q2 2026, an estimated $16.3K.
  • F&G Annuities & Life made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1245 holding.
  • Pinnacle Wealth Planning Services first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.