SSG
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Summit Securities Group’s F&G Annuities & Life FG Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-900
Closed -$32.4K – 1183
2025
Q1 		$32.4K Buy
+900
New +$37.8K 0.01% 390

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Summit Securities Group's FG Position: Q1 2026 in Review

Summit Securities Group sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 56,950 shares — an estimated $1.76M sold.

Summit Securities Group first reported a position in FG in Q1 2025 and held it in 2 quarters. The position peaked at $1.76M in Q4 2025. 327 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Summit Securities Group reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 56,950 F&G Annuities & Life shares in Q1 2026, an estimated $1.76M.
  • Summit Securities Group first reported a position in F&G Annuities & Life in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's F&G Annuities & Life position peaked at $1.76M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.