RAFFA WEALTH MANAGEMENT, LLC’s F&G Annuities & Life FG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$80	Buy	3 +1	+50%	+$27	﹤0.01%	1440
2026 Q1	$51	Hold	2	–	–	﹤0.01%	1389
2025 Q4	$62	Buy	2 +1	+100%	+$31	﹤0.01%	1154
2025 Q3	$31	Hold	1	–	–	﹤0.01%	1169
2025 Q2	$32	Hold	1	–	–	﹤0.01%	1101
2025 Q1	$36	Hold	1	–	–	﹤0.01%	1073
2024 Q4	$41	Hold	1	–	–	﹤0.01%	1106
2024 Q3	$45	Hold	1	–	–	﹤0.01%	1076
2024 Q2	$38	Hold	1	–	–	﹤0.01%	1147
2024 Q1	$41	Hold	1	–	–	﹤0.01%	1126
2023 Q4	$46	Hold	1	–	–	﹤0.01%	1056
2023 Q3	$28	Hold	1	–	–	﹤0.01%	1059
2023 Q2	$25	Hold	1	–	–	﹤0.01%	1068
2023 Q1	$18	Hold	1	–	–	﹤0.01%	1071
2022 Q4	$20	Buy	+1	New	+$20	﹤0.01%	1064

Other funds holding FG

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its F&G Annuities & Life (FG) stake by 50% in Q2 2026, buying an estimated $27 and bringing the position to 3 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FG in Q4 2022 and has held it in 15 quarters since. 88 funds tracked by Wall St. Rank hold FG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3 shares of F&G Annuities & Life worth $80 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 F&G Annuities & Life share in Q2 2026, an estimated $27.
F&G Annuities & Life made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1440 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in F&G Annuities & Life in Q4 2022 and has held it in 15 quarters since.
88 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.