Rise Advisors’s F&G Annuities & Life FG Stock Holding History

Rise Advisors’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 Q4	–	Sell	-32	Closed	-$1K	–	578
2025 Q3	$1K	Buy	+32	New	+$1.06K	﹤0.01%	1284
2025 Q2	–	Sell	-12	Closed	-$433	–	1583
2025 Q1	$433	Buy	+12	New	+$504	﹤0.01%	1398

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rise Advisors's FG Position: Q4 2025 in Review

Rise Advisors sold out of F&G Annuities & Life (FG) in Q4 2025, closing a stake of 32 shares — an estimated $1K sold.

Rise Advisors first reported a position in FG in Q1 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 454 funds tracked by Wall St. Rank hold FG as of Q4 2025.

Rise Advisors reported no remaining F&G Annuities & Life position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 32 F&G Annuities & Life shares in Q4 2025, an estimated $1K.
Rise Advisors first reported a position in F&G Annuities & Life in Q1 2025 and held it in 2 quarters.
Rise Advisors's F&G Annuities & Life position peaked at $1K in Q3 2025.
454 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.