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Stonebridge Financial Group (Pennsylvania)’s F&G Annuities & Life FG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-5
Closed -$180 – 472
2025
Q1 		$180 Hold
5
– – ﹤0.01% 944
2024
Q4 		$207 Buy
+5
New +$220 ﹤0.01% 808

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Vanguard Group
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 5 shares — an estimated $180 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FG in Q4 2024 and held it in 2 quarters. The position peaked at $207 in Q4 2024. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5 F&G Annuities & Life shares in Q2 2025, an estimated $180.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in F&G Annuities & Life in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s F&G Annuities & Life position peaked at $207 in Q4 2024.
  • 224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.