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Sunbelt Securities’s F&G Annuities & Life FG Stock Holding History

Sunbelt Securities’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
Q1 		$1.24K Hold
49
– – ﹤0.01% 2040
2025
Q4 		$1.51K Buy
+49
New +$1.53K ﹤0.01% 1951

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Sunbelt Securities's FG Position: Q1 2026 in Review

Sunbelt Securities held its F&G Annuities & Life (FG) position steady in Q1 2026 at 49 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Sunbelt Securities first reported a position in FG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.51K in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Sunbelt Securities held 49 shares of F&G Annuities & Life worth $1.24K as of Q1 2026.
  • Sunbelt Securities left its F&G Annuities & Life share count unchanged in Q1 2026.
  • F&G Annuities & Life made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2040 holding.
  • Sunbelt Securities first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's F&G Annuities & Life position peaked at $1.51K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.