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

Wealth Preservation 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 		– Sell
-18
Closed -$456 – 374
2026
Q1 		$456 Buy
+18
New +$469 ﹤0.01% 795

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

Wealth Preservation Advisors's FG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of F&G Annuities & Life (FG) in Q2 2026, closing a stake of 18 shares — an estimated $456 sold.

Wealth Preservation Advisors first reported a position in FG in Q1 2026 and held it in 1 quarter. The position peaked at $456 in Q1 2026. 321 funds tracked by Wall St. Rank hold FG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining F&G Annuities & Life position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 18 F&G Annuities & Life shares in Q2 2026, an estimated $456.
  • Wealth Preservation Advisors first reported a position in F&G Annuities & Life in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's F&G Annuities & Life position peaked at $456 in Q1 2026.
  • 321 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.