UB
FG icon

UMB Bank’s F&G Annuities & Life FG Stock Holding History

UMB Bank’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 		$5.88K Buy
221
+126
+133% +$3.45K ﹤0.01% 2066
2026
Q1 		$2.4K Sell
95
-133
-58% -$3.47K ﹤0.01% 2144
2025
Q4 		$7.04K Buy
+228
New +$7.13K ﹤0.01% 1935
2023
Q2 		– Sell
-30
Closed -$544 – 1704
2023
Q1 		$544 Buy
+30
New +$601 ﹤0.01% 1643

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

UMB Bank's FG Position: Q2 2026 in Review

UMB Bank increased its F&G Annuities & Life (FG) stake by 133% in Q2 2026, buying an estimated $3.45K and bringing the position to 221 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

UMB Bank first reported a position in FG in Q1 2023 and has held it in 4 quarters since. The position peaked at $7.04K in Q4 2025. 322 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • UMB Bank held 221 shares of F&G Annuities & Life worth $5.88K as of Q2 2026.
  • UMB Bank bought 126 F&G Annuities & Life shares in Q2 2026, an estimated $3.45K.
  • F&G Annuities & Life made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2066 holding.
  • UMB Bank first reported a position in F&G Annuities & Life in Q1 2023 and has held it in 4 quarters since.
  • UMB Bank's F&G Annuities & Life position peaked at $7.04K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.