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True Wealth Design’s F&G Annuities & Life FG Stock Holding History

True Wealth Design’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 		$426 Hold
16
– – ﹤0.01% 2249
2026
Q1 		$406 Sell
16
-50
-76% -$1.3K ﹤0.01% 2122
2025
Q4 		$2.05K Buy
66
+65
+6,500% +$2.03K ﹤0.01% 1444
2025
Q3 		$32 Hold
1
– – ﹤0.01% 2623
2025
Q2 		$32 Buy
+1
New +$33 ﹤0.01% 2457
2023
Q2 		– Sell
-2
Closed -$37 – 818
2023
Q1 		$37 Buy
+2
New +$40 ﹤0.01% 843

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

True Wealth Design's FG Position: Q2 2026 in Review

True Wealth Design held its F&G Annuities & Life (FG) position steady in Q2 2026 at 16 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

True Wealth Design first reported a position in FG in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.05K in Q4 2025. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • True Wealth Design held 16 shares of F&G Annuities & Life worth $426 as of Q2 2026.
  • True Wealth Design left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2249 holding.
  • True Wealth Design first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 6 quarters since.
  • True Wealth Design's F&G Annuities & Life position peaked at $2.05K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.