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Prospera Financial Services’s F&G Annuities & Life FG Stock Holding History

Prospera Financial 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 		$391K Sell
14,702
-2,336
-14% -$63.9K 0.01% 1142
2026
Q1 		$431K Buy
+17,038
New +$444K 0.01% 1057

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

Prospera Financial Services's FG Position: Q2 2026 in Review

Prospera Financial Services reduced its F&G Annuities & Life (FG) stake by 14% in Q2 2026, selling an estimated $63.9K and leaving 14,702 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1142.

Prospera Financial Services first reported a position in FG in Q1 2026 and has held it in 2 quarters since. The position peaked at $431K in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Prospera Financial Services held 14,702 shares of F&G Annuities & Life worth $391K as of Q2 2026.
  • Prospera Financial Services sold 2,336 F&G Annuities & Life shares in Q2 2026, an estimated $63.9K.
  • F&G Annuities & Life made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1142 holding.
  • Prospera Financial Services first reported a position in F&G Annuities & Life in Q1 2026 and has held it in 2 quarters since.
  • Prospera Financial Services's F&G Annuities & Life position peaked at $431K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.