SFG
FG icon

Steward Financial Group’s F&G Annuities & Life FG Stock Holding History

Steward Financial Group’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
2023
Q2 		– Sell
-1
Closed – – 652
2023
Q1 		$0 Sell
1
-6
-86% -$120 ﹤0.01% 792
2022
Q4 		$0 Buy
+7
New +$143 ﹤0.01% 632

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's FG Position: Q2 2023 in Review

Steward Financial Group sold out of F&G Annuities & Life (FG) in Q2 2023, closing a stake of 1 share.

Steward Financial Group first reported a position in FG in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 194 funds tracked by Wall St. Rank hold FG as of Q2 2023.

  • Steward Financial Group reported no remaining F&G Annuities & Life position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 1 F&G Annuities & Life share in Q2 2023.
  • Steward Financial Group first reported a position in F&G Annuities & Life in Q4 2022 and held it in 2 quarters.
  • Steward Financial Group's F&G Annuities & Life position peaked at $0 in Q1 2023.
  • 194 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.