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

Stifel Financial’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
2025
Q2 		– Sell
-6,117
Closed -$221K – 3505
2025
Q1 		$221K Buy
+6,117
New +$257K ﹤0.01% 3139

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Stifel Financial's FG Position: Q2 2025 in Review

Stifel Financial sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 6,117 shares — an estimated $221K sold.

Stifel Financial first reported a position in FG in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 225 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • Stifel Financial reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 6,117 F&G Annuities & Life shares in Q2 2025, an estimated $221K.
  • Stifel Financial first reported a position in F&G Annuities & Life in Q1 2025 and held it in 1 quarter.
  • Stifel Financial's F&G Annuities & Life position peaked at $221K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.