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Root Financial Partners’s F&G Annuities & Life FG Stock Holding History

Root Financial Partners’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 		$1.24K Sell
49
-108
-69% -$2.81K ﹤0.01% 2520
2025
Q4 		$4.84K Buy
157
+1
+0.6% +$31 ﹤0.01% 1774
2025
Q3 		$4.88K Buy
+156
New +$5.15K ﹤0.01% 1738

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's FG Position: Q1 2026 in Review

Root Financial Partners reduced its F&G Annuities & Life (FG) stake by 69% in Q1 2026, selling an estimated $2.81K and leaving 49 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Root Financial Partners first reported a position in FG in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.88K in Q3 2025. 328 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Root Financial Partners held 49 shares of F&G Annuities & Life worth $1.24K as of Q1 2026.
  • Root Financial Partners sold 108 F&G Annuities & Life shares in Q1 2026, an estimated $2.81K.
  • F&G Annuities & Life made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2520 holding.
  • Root Financial Partners first reported a position in F&G Annuities & Life in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's F&G Annuities & Life position peaked at $4.88K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.