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	–	Sell	-2,300	Closed	-$58.2K	–	9590
2026 Q1	$58.2K	Buy	+2,300	New	+$59.9K	﹤0.01%	5705
2025 Q4	–	Sell	-500	Closed	-$15K	–	9004
2025 Q3	$15K	Sell	500 -5,000	-91%	-$165K	﹤0.01%	7582
2025 Q2	$175K	Buy	5,500 +300	+6%	+$9.96K	﹤0.01%	4646
2025 Q1	$187K	Buy	+5,200	New	+$218K	﹤0.01%	4411
2024 Q3	–	Sell	-2,100	Closed	-$79K	–	8813
2024 Q2	$79K	Buy	2,100 +1,300	+163%	+$50.9K	﹤0.01%	5613
2024 Q1	$32K	Sell	800 -3,500	-81%	-$146K	﹤0.01%	6688
2023 Q4	$197K	Buy	4,300 +3,800	+760%	+$142K	﹤0.01%	4696
2023 Q3	$14K	Buy	+500	New	+$13.5K	﹤0.01%	6920

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. 324 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.
324 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.