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Plante Moran Financial Advisors’s F&G Annuities & Life FG Stock Holding History

Plante Moran Financial 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 		$292 Sell
11
-41
-79% -$1.12K ﹤0.01% 1319
2026
Q1 		$1.32K Buy
+52
New +$1.35K ﹤0.01% 655

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

Plante Moran Financial Advisors's FG Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its F&G Annuities & Life (FG) stake by 79% in Q2 2026, selling an estimated $1.12K and leaving 11 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Plante Moran Financial Advisors first reported a position in FG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.32K in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Plante Moran Financial Advisors held 11 shares of F&G Annuities & Life worth $292 as of Q2 2026.
  • Plante Moran Financial Advisors sold 41 F&G Annuities & Life shares in Q2 2026, an estimated $1.12K.
  • F&G Annuities & Life made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1319 holding.
  • Plante Moran Financial Advisors first reported a position in F&G Annuities & Life in Q1 2026 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's F&G Annuities & Life position peaked at $1.32K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.