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Synergy Investment Management’s F&G Annuities & Life FG Stock Holding History

Synergy Investment Management’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
Q2 		$2.06K Buy
77
+6
+8% +$164 ﹤0.01% 893
2026
Q1 		$1.8K Buy
+71
New +$1.85K ﹤0.01% 703
2025
Q2 		– Sell
-38
Closed -$1.37K – 245
2025
Q1 		$1.37K Buy
+38
New +$1.6K ﹤0.01% 563

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Synergy Investment Management's FG Position: Q2 2026 in Review

Synergy Investment Management increased its F&G Annuities & Life (FG) stake by 8.5% in Q2 2026, buying an estimated $164 and bringing the position to 77 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Synergy Investment Management first reported a position in FG in Q1 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Synergy Investment Management held 77 shares of F&G Annuities & Life worth $2.06K as of Q2 2026.
  • Synergy Investment Management bought 6 F&G Annuities & Life shares in Q2 2026, an estimated $164.
  • F&G Annuities & Life made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #893 holding.
  • Synergy Investment Management first reported a position in F&G Annuities & Life in Q1 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.