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SHP Wealth Management’s F&G Annuities & Life FG Stock Holding History

SHP Wealth Management’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 		$46.6K Sell
1,839
-293
-14% -$7.64K ﹤0.01% 508
2025
Q4 		$65.8K Buy
+2,132
New +$66.7K 0.01% 425

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 $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's FG Position: Q1 2026 in Review

SHP Wealth Management reduced its F&G Annuities & Life (FG) stake by 14% in Q1 2026, selling an estimated $7.64K and leaving 1,839 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

SHP Wealth Management first reported a position in FG in Q4 2025 and has held it in 2 quarters since. The position peaked at $65.8K in Q4 2025. 328 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • SHP Wealth Management held 1,839 shares of F&G Annuities & Life worth $46.6K as of Q1 2026.
  • SHP Wealth Management sold 293 F&G Annuities & Life shares in Q1 2026, an estimated $7.64K.
  • F&G Annuities & Life made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #508 holding.
  • SHP Wealth Management first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's F&G Annuities & Life position peaked at $65.8K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.