Riverview Trust Company’s F&G Annuities & Life FG Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-23	Closed	-$829	–	343
2025 Q1	$829	Hold	23	–	–	﹤0.01%	589
2024 Q4	$953	Hold	23	–	–	﹤0.01%	641
2024 Q3	$1.03K	Hold	23	–	–	﹤0.01%	623
2024 Q2	$875	Hold	23	–	–	﹤0.01%	621
2024 Q1	$933	Buy	+23	New	+$962	﹤0.01%	642
2023 Q4	–	Sell	-23	Closed	-$645	–	279
2023 Q3	$645	Hold	23	–	–	﹤0.01%	672
2023 Q2	$570	Hold	23	–	–	﹤0.01%	675
2023 Q1	$417	Buy	+23	New	+$461	﹤0.01%	702

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Riverview Trust Company's FG Position: Q2 2025 in Review

Riverview Trust Company sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 23 shares — an estimated $829 sold.

Riverview Trust Company first reported a position in FG in Q1 2023 and held it in 8 quarters. The position peaked at $1.03K in Q3 2024. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

Riverview Trust Company reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 23 F&G Annuities & Life shares in Q2 2025, an estimated $829.
Riverview Trust Company first reported a position in F&G Annuities & Life in Q1 2023 and held it in 8 quarters.
Riverview Trust Company's F&G Annuities & Life position peaked at $1.03K in Q3 2024.
224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.