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

Raffa Wealth 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	$80	Buy	3 +1	+50%	+$27	﹤0.01%	1440
2026 Q1	$51	Hold	2	–	–	﹤0.01%	1389
2025 Q4	$62	Buy	2 +1	+100%	+$31	﹤0.01%	1154
2025 Q3	$31	Hold	1	–	–	﹤0.01%	1169
2025 Q2	$32	Hold	1	–	–	﹤0.01%	1101
2025 Q1	$36	Hold	1	–	–	﹤0.01%	1073
2024 Q4	$41	Hold	1	–	–	﹤0.01%	1106
2024 Q3	$45	Hold	1	–	–	﹤0.01%	1076
2024 Q2	$38	Hold	1	–	–	﹤0.01%	1147
2024 Q1	$41	Hold	1	–	–	﹤0.01%	1126
2023 Q4	$46	Hold	1	–	–	﹤0.01%	1056
2023 Q3	$28	Hold	1	–	–	﹤0.01%	1059
2023 Q2	$25	Hold	1	–	–	﹤0.01%	1068
2023 Q1	$18	Hold	1	–	–	﹤0.01%	1071
2022 Q4	$20	Buy	+1	New	+$20	﹤0.01%	1064

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Raffa Wealth Management's FG Position: Q2 2026 in Review

Raffa Wealth Management increased its F&G Annuities & Life (FG) stake by 50% in Q2 2026, buying an estimated $27 and bringing the position to 3 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Raffa Wealth Management first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Raffa Wealth Management held 3 shares of F&G Annuities & Life worth $80 as of Q2 2026.
Raffa Wealth Management bought 1 F&G Annuities & Life share in Q2 2026, an estimated $27.
F&G Annuities & Life made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1440 holding.
Raffa Wealth Management first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
302 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.