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

Private Wealth Management Group’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
Q3 		$1.43K Hold
66
– – ﹤0.01% 1258
2026
Q2 		$1.76K Hold
66
– – ﹤0.01% 1193
2026
Q1 		$1.67K Buy
66
+60
+1,000% +$1.56K ﹤0.01% 1139
2025
Q4 		$186 Buy
+6
New +$188 ﹤0.01% 1435

Other funds holding FG

Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Private Wealth Management Group's FG Position: Q3 2026 in Review

Private Wealth Management Group held its F&G Annuities & Life (FG) position steady in Q3 2026 at 66 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Private Wealth Management Group first reported a position in FG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.76K in Q2 2026. 214 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • Private Wealth Management Group held 66 shares of F&G Annuities & Life worth $1.43K as of Q3 2026.
  • Private Wealth Management Group left its F&G Annuities & Life share count unchanged in Q3 2026.
  • F&G Annuities & Life made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1258 holding.
  • Private Wealth Management Group first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's F&G Annuities & Life position peaked at $1.76K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.