Simplex Trading’s F&G Annuities & Life FG Stock Holding History

Simplex Trading’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	$17.1K	Buy	643 +91	+16%	+$2.49K	﹤0.01%	7249
2026 Q1	$14K	Buy	+552	New	+$14.4K	﹤0.01%	7051
2025 Q4	–	Sell	-1,483	Closed	-$46.4K	–	9005
2025 Q3	$46K	Buy	1,483 +1,279	+627%	+$42.2K	﹤0.01%	6539
2025 Q2	$6K	Buy	+204	New	+$6.77K	﹤0.01%	7634
2025 Q1	–	Sell	-230	Closed	-$9.66K	–	8823
2024 Q4	$9K	Sell	230 -467	-67%	-$20.6K	﹤0.01%	7251
2024 Q3	$31K	Buy	+697	New	+$28.9K	﹤0.01%	6325
2023 Q3	–	Sell	-548	Closed	-$14.8K	–	8991
2023 Q2	$13K	Sell	548 -962	-64%	-$18.9K	﹤0.01%	7152
2023 Q1	$27K	Buy	+1,510	New	+$30.2K	﹤0.01%	6586

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Simplex Trading's FG Position: Q2 2026 in Review

Simplex Trading increased its F&G Annuities & Life (FG) stake by 16% in Q2 2026, buying an estimated $2.49K and bringing the position to 643 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7249.

Simplex Trading first reported a position in FG in Q1 2023 and has held it in 8 quarters since. The position peaked at $46K in Q3 2025. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

Simplex Trading held 643 shares of F&G Annuities & Life worth $17.1K as of Q2 2026.
Simplex Trading bought 91 F&G Annuities & Life shares in Q2 2026, an estimated $2.49K.
F&G Annuities & Life made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7249 holding.
Simplex Trading first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 8 quarters since.
Simplex Trading's F&G Annuities & Life position peaked at $46K in Q3 2025.
321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.