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Steward Partners Investment Advisory’s F&G Annuities & Life FG Stock Holding History

Steward Partners Investment Advisory’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 		$1.06K Sell
40
-69
-63% -$1.89K ﹤0.01% 4368
2026
Q1 		$2.76K Sell
109
-1,005
-90% -$26.2K ﹤0.01% 3953
2025
Q4 		$34.4K Buy
1,114
+88
+9% +$2.75K ﹤0.01% 2875
2025
Q3 		$32.1K Buy
1,026
+10
+1% +$330 ﹤0.01% 2843
2025
Q2 		$32.5K Hold
1,016
– – ﹤0.01% 2694
2025
Q1 		$36.6K Sell
1,016
-2
-0.2% -$84 ﹤0.01% 2531
2024
Q4 		$42.2K Hold
1,018
– – ﹤0.01% 2427
2024
Q3 		$45.5K Hold
1,018
– – ﹤0.01% 2274
2024
Q2 		$38.7K Sell
1,018
-14
-1% -$549 ﹤0.01% 2225
2024
Q1 		$41.8K Buy
1,032
+14
+1% +$586 ﹤0.01% 2199
2023
Q4 		$46.8K Buy
1,018
+25
+3% +$932 ﹤0.01% 2027
2023
Q3 		$27.9K Sell
993
-51
-5% -$1.38K ﹤0.01% 2156
2023
Q2 		$25.9K Hold
1,044
– – ﹤0.01% 2170
2023
Q1 		$18.9K Sell
1,044
-61
-6% -$1.22K ﹤0.01% 2267
2022
Q4 		$22.1K Buy
+1,105
New +$22.5K ﹤0.01% 2198

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

Steward Partners Investment Advisory's FG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its F&G Annuities & Life (FG) stake by 63% in Q2 2026, selling an estimated $1.89K and leaving 40 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4368.

Steward Partners Investment Advisory first reported a position in FG in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.8K in Q4 2023. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Steward Partners Investment Advisory held 40 shares of F&G Annuities & Life worth $1.06K as of Q2 2026.
  • Steward Partners Investment Advisory sold 69 F&G Annuities & Life shares in Q2 2026, an estimated $1.89K.
  • F&G Annuities & Life made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4368 holding.
  • Steward Partners Investment Advisory first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's F&G Annuities & Life position peaked at $46.8K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.