Unison Advisors
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Unison Advisors’s F&G Annuities & Life FG Stock Holding History

Unison Advisors’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
Q3 		$520K Buy
23,978
+200
+0.8% +$5.25K 0.04% 155
2026
Q2 		$632K Buy
23,778
+1,038
+5% +$28.4K 0.04% 149
2026
Q1 		$576K Hold
22,740
– – 0.04% 162
2025
Q4 		$702K Buy
+22,740
New +$711K 0.06% 134

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Unison Advisors's FG Position: Q3 2026 in Review

Unison Advisors increased its F&G Annuities & Life (FG) stake by 0.84% in Q3 2026, buying an estimated $5.25K and bringing the position to 23,978 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #155.

Unison Advisors first reported a position in FG in Q4 2025 and has held it in 4 quarters since. The position peaked at $702K in Q4 2025. 100 funds tracked by Wall St. Rank hold FG as of Q3 2026.

  • Unison Advisors held 23,978 shares of F&G Annuities & Life worth $520K as of Q3 2026.
  • Unison Advisors bought 200 F&G Annuities & Life shares in Q3 2026, an estimated $5.25K.
  • F&G Annuities & Life made up 0.04% of Unison Advisors's portfolio in Q3 2026, its #155 holding.
  • Unison Advisors first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 4 quarters since.
  • Unison Advisors's F&G Annuities & Life position peaked at $702K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2026.

Based on Unison Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.