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 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 $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's FG Position: Q1 2026 in Review

Simplex Trading opened a new position in F&G Annuities & Life (FG) in Q1 2026: 552 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #7051 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FG as recently as Q3 2025.

Simplex Trading first reported a position in FG in Q1 2023 and has held it in 7 quarters since. The position peaked at $46K in Q3 2025. 327 funds tracked by Wall St. Rank hold FG as of Q1 2026.

Simplex Trading held 552 shares of F&G Annuities & Life worth $14K as of Q1 2026.
F&G Annuities & Life was a new Simplex Trading position in Q1 2026.
F&G Annuities & Life made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7051 holding.
Simplex Trading first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 7 quarters since.
Simplex Trading's F&G Annuities & Life position peaked at $46K in Q3 2025.
327 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.