Root Financial Partners
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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
Q3 		$3.47K Buy
+160
New +$4.2K ﹤0.01% 2376
2026
Q2 		– Sell
-49
Closed -$1.24K – 1361
2026
Q1 		$1.24K Sell
49
-108
-69% -$2.82K ﹤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

Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's FG Position: Q3 2026 in Review

Root Financial Partners opened a new position in F&G Annuities & Life (FG) in Q3 2026: 160 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #2376 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FG as recently as Q1 2026.

Root Financial Partners first reported a position in FG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.88K in Q3 2025. 148 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • Root Financial Partners held 160 shares of F&G Annuities & Life worth $3.47K as of Q3 2026.
  • F&G Annuities & Life was a new Root Financial Partners position in Q3 2026.
  • F&G Annuities & Life made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2376 holding.
  • Root Financial Partners first reported a position in F&G Annuities & Life in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's F&G Annuities & Life position peaked at $4.88K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.