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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
Q2 		– Sell
-49
Closed -$1.24K – 1361
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 $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

Root Financial Partners's FG Position: Q2 2026 in Review

Root Financial Partners sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 49 shares — an estimated $1.24K sold.

Root Financial Partners first reported a position in FG in Q3 2025 and held it in 3 quarters. The position peaked at $4.88K in Q3 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Root Financial Partners reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 F&G Annuities & Life shares in Q2 2026, an estimated $1.24K.
  • Root Financial Partners first reported a position in F&G Annuities & Life in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's F&G Annuities & Life position peaked at $4.88K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.