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TD Private Client Wealth’s F&G Annuities & Life FG Stock Holding History

TD Private Client Wealth’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 		$186 Sell
7
-3
-30% -$82 ﹤0.01% 1652
2026
Q1 		$253 Sell
10
-749
-99% -$19.5K ﹤0.01% 1544
2025
Q4 		$23.4K Buy
+759
New +$23.7K ﹤0.01% 990
2023
Q1 		– Sell
-775
Closed -$15.5K – 1248
2022
Q4 		$15.5K Buy
+775
New +$15.8K ﹤0.01% 949

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

TD Private Client Wealth's FG Position: Q2 2026 in Review

TD Private Client Wealth reduced its F&G Annuities & Life (FG) stake by 30% in Q2 2026, selling an estimated $82 and leaving 7 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

TD Private Client Wealth first reported a position in FG in Q4 2022 and has held it in 4 quarters since. The position peaked at $23.4K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • TD Private Client Wealth held 7 shares of F&G Annuities & Life worth $186 as of Q2 2026.
  • TD Private Client Wealth sold 3 F&G Annuities & Life shares in Q2 2026, an estimated $82.
  • F&G Annuities & Life made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1652 holding.
  • TD Private Client Wealth first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 4 quarters since.
  • TD Private Client Wealth's F&G Annuities & Life position peaked at $23.4K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.