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Private Wealth Asset Management’s F&G Annuities & Life FG Stock Holding History

Private Wealth Asset Management’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 		$957 Hold
36
– – ﹤0.01% 893
2026
Q1 		$912 Hold
36
– – ﹤0.01% 879
2025
Q4 		$1.11K Buy
36
+17
+89% +$532 ﹤0.01% 859
2025
Q3 		$594 Hold
19
– – ﹤0.01% 877
2025
Q2 		$608 Hold
19
– – ﹤0.01% 875
2025
Q1 		$685 Buy
+19
New +$798 ﹤0.01% 957

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

Private Wealth Asset Management's FG Position: Q2 2026 in Review

Private Wealth Asset Management held its F&G Annuities & Life (FG) position steady in Q2 2026 at 36 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Private Wealth Asset Management first reported a position in FG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11K in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Private Wealth Asset Management held 36 shares of F&G Annuities & Life worth $957 as of Q2 2026.
  • Private Wealth Asset Management left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #893 holding.
  • Private Wealth Asset Management first reported a position in F&G Annuities & Life in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's F&G Annuities & Life position peaked at $1.11K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.