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Steve Schonfeld’s F&G Annuities & Life FG Stock Holding History

Steve Schonfeld’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 		– Sell
-38,660
Closed -$1.19M – 2365
2025
Q4 		$1.19M Buy
38,660
+5,220
+16% +$163K 0.01% 1059
2025
Q3 		$1.05M Sell
33,440
-1,897
-5% -$62.7K 0.01% 1343
2025
Q2 		$1.13M Sell
35,337
-14,936
-30% -$496K 0.01% 1253
2025
Q1 		$1.81M Buy
+50,273
New +$2.11M 0.01% 1008
2023
Q2 		– Sell
-24,594
Closed -$446K – 2248
2023
Q1 		$446K Buy
+24,594
New +$493K ﹤0.01% 1215

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 $4.59B AUM 9.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steve Schonfeld's FG Position: Q1 2026 in Review

Steve Schonfeld sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 38,660 shares — an estimated $1.19M sold.

Steve Schonfeld first reported a position in FG in Q1 2023 and held it in 5 quarters. The position peaked at $1.81M in Q1 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Steve Schonfeld reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 38,660 F&G Annuities & Life shares in Q1 2026, an estimated $1.19M.
  • Steve Schonfeld first reported a position in F&G Annuities & Life in Q1 2023 and held it in 5 quarters.
  • Steve Schonfeld's F&G Annuities & Life position peaked at $1.81M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.