PWA
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Principia Wealth Advisory’s F&G Annuities & Life FG Stock Holding History

Principia Wealth Advisory’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
Q4 		– Sell
-2
Closed -$63 – 1026
2025
Q3 		$63 Buy
+2
New +$66 ﹤0.01% 954

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principia Wealth Advisory's FG Position: Q4 2025 in Review

Principia Wealth Advisory sold out of F&G Annuities & Life (FG) in Q4 2025, closing a stake of 2 shares — an estimated $63 sold.

Principia Wealth Advisory first reported a position in FG in Q3 2025 and held it in 1 quarter. The position peaked at $63 in Q3 2025. 454 funds tracked by Wall St. Rank hold FG as of Q4 2025.

  • Principia Wealth Advisory reported no remaining F&G Annuities & Life position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 F&G Annuities & Life shares in Q4 2025, an estimated $63.
  • Principia Wealth Advisory first reported a position in F&G Annuities & Life in Q3 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's F&G Annuities & Life position peaked at $63 in Q3 2025.
  • 454 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.