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Wealthspire Advisors (New York)’s F&G Annuities & Life FG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-13
Closed -$407 – 1664
2025
Q3 		$407 Buy
+13
New +$429 ﹤0.01% 2861

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s FG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of F&G Annuities & Life (FG) in Q4 2025, closing a stake of 13 shares — an estimated $407 sold.

Wealthspire Advisors (New York) first reported a position in FG in Q3 2025 and held it in 1 quarter. The position peaked at $407 in Q3 2025. 452 funds tracked by Wall St. Rank hold FG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining F&G Annuities & Life position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13 F&G Annuities & Life shares in Q4 2025, an estimated $407.
  • Wealthspire Advisors (New York) first reported a position in F&G Annuities & Life in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s F&G Annuities & Life position peaked at $407 in Q3 2025.
  • 452 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.