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

Richardson 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 		$3.38K Sell
127
-5
-4% -$137 ﹤0.01% 522
2026
Q1 		$3.34K Sell
132
-21
-14% -$547 ﹤0.01% 532
2025
Q4 		$4.74K Buy
+153
New +$4.79K ﹤0.01% 521

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

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

Richardson Financial Services reduced its F&G Annuities & Life (FG) stake by 3.8% in Q2 2026, selling an estimated $137 and leaving 127 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Richardson Financial Services first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.74K in Q4 2025. 324 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Richardson Financial Services held 127 shares of F&G Annuities & Life worth $3.38K as of Q2 2026.
  • Richardson Financial Services sold 5 F&G Annuities & Life shares in Q2 2026, an estimated $137.
  • F&G Annuities & Life made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #522 holding.
  • Richardson Financial Services first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • Richardson Financial Services's F&G Annuities & Life position peaked at $4.74K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.