Raymond James Financial
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Raymond James Financial’s F&G Annuities & Life FG Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-13,953
Closed -$446K – 5571
2025
Q2 		$446K Sell
13,953
-378
-3% -$12.5K ﹤0.01% 4075
2025
Q1 		$517K Sell
14,331
-250
-2% -$10.5K ﹤0.01% 3924
2024
Q4 		$604K Buy
+14,581
New +$642K ﹤0.01% 3790

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Raymond James Financial's FG Position: Q3 2025 in Review

Raymond James Financial sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 13,953 shares — an estimated $446K sold.

Raymond James Financial first reported a position in FG in Q4 2024 and held it in 3 quarters. The position peaked at $604K in Q4 2024. 227 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • Raymond James Financial reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 13,953 F&G Annuities & Life shares in Q3 2025, an estimated $446K.
  • Raymond James Financial first reported a position in F&G Annuities & Life in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's F&G Annuities & Life position peaked at $604K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.