SI
FG icon

Stephens Inc’s F&G Annuities & Life FG Stock Holding History

Stephens Inc’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 		$7.15M Buy
268,887
+2,712
+1% +$74.2K 0.08% 233
2026
Q1 		$6.74M Buy
266,175
+254,752
+2,230% +$6.64M 0.08% 229
2025
Q4 		$352K Buy
+11,423
New +$357K ﹤0.01% 975
2023
Q1 		– Sell
-26,354
Closed -$527K – 1213
2022
Q4 		$527K Buy
+26,354
New +$537K 0.01% 675

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

Stephens Inc's FG Position: Q2 2026 in Review

Stephens Inc increased its F&G Annuities & Life (FG) stake by 1% in Q2 2026, buying an estimated $74.2K and bringing the position to 268,887 shares worth $7.15M. The position accounts for 0.08% of the portfolio, ranked #233.

Stephens Inc first reported a position in FG in Q4 2022 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Stephens Inc held 268,887 shares of F&G Annuities & Life worth $7.15M as of Q2 2026.
  • Stephens Inc bought 2,712 F&G Annuities & Life shares in Q2 2026, an estimated $74.2K.
  • F&G Annuities & Life made up 0.08% of Stephens Inc's portfolio in Q2 2026, its #233 holding.
  • Stephens Inc first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.