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Vision Retirement’s F&G Annuities & Life FG Stock Holding History

Vision Retirement’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 		$479 Hold
18
– – ﹤0.01% 601
2026
Q1 		$456 Hold
18
– – ﹤0.01% 622
2025
Q4 		$555 Buy
+18
New +$563 ﹤0.01% 573

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vision Retirement's FG Position: Q2 2026 in Review

Vision Retirement held its F&G Annuities & Life (FG) position steady in Q2 2026 at 18 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Vision Retirement first reported a position in FG in Q4 2025 and has held it in 3 quarters since. The position peaked at $555 in Q4 2025. 302 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Vision Retirement held 18 shares of F&G Annuities & Life worth $479 as of Q2 2026.
  • Vision Retirement left its F&G Annuities & Life share count unchanged in Q2 2026.
  • F&G Annuities & Life made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #601 holding.
  • Vision Retirement first reported a position in F&G Annuities & Life in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's F&G Annuities & Life position peaked at $555 in Q4 2025.
  • 302 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.