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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
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

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

Unison Advisors's FG Position: Q2 2026 in Review

Unison Advisors increased its F&G Annuities & Life (FG) stake by 4.6% in Q2 2026, buying an estimated $28.4K and bringing the position to 23,778 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #149.

Unison Advisors first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $702K in Q4 2025. 323 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Unison Advisors held 23,778 shares of F&G Annuities & Life worth $632K as of Q2 2026.
  • Unison Advisors bought 1,038 F&G Annuities & Life shares in Q2 2026, an estimated $28.4K.
  • F&G Annuities & Life made up 0.04% of Unison Advisors's portfolio in Q2 2026, its #149 holding.
  • Unison Advisors first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • Unison Advisors's F&G Annuities & Life position peaked at $702K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.