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SummitTX Capital’s F&G Annuities & Life FG Stock Holding History

SummitTX Capital’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
-19,407
Closed -$700K – 828
2025
Q1 		$700K Buy
+19,407
New +$815K 0.03% 470

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

SummitTX Capital's FG Position: Q2 2025 in Review

SummitTX Capital sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 19,407 shares — an estimated $700K sold.

SummitTX Capital first reported a position in FG in Q1 2025 and held it in 1 quarter. The position peaked at $700K in Q1 2025. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • SummitTX Capital reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
  • SummitTX Capital sold 19,407 F&G Annuities & Life shares in Q2 2025, an estimated $700K.
  • SummitTX Capital first reported a position in F&G Annuities & Life in Q1 2025 and held it in 1 quarter.
  • SummitTX Capital's F&G Annuities & Life position peaked at $700K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.