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Retirement Wealth Solutions’s F&G Annuities & Life FG Stock Holding History

Retirement Wealth Solutions’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
Q1 		– Sell
-10
Closed -$322 – 831
2025
Q4 		$322 Buy
+10
New +$313 ﹤0.01% 711

Other funds holding FG

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BWA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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 $3.37T AUM 44.26% 1-Year Est. Return

Retirement Wealth Solutions's FG Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 10 shares — an estimated $322 sold.

Retirement Wealth Solutions first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $322 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 10 F&G Annuities & Life shares in Q1 2026, an estimated $322.
  • Retirement Wealth Solutions first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Retirement Wealth Solutions's F&G Annuities & Life position peaked at $322 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.