Wedge Capital Management’s F&G Annuities & Life FG Stock Holding History

Wedge Capital Management’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	$1.58M	Sell	59,466 -9,479	-14%	-$259K	0.03%	366
2026 Q1	$1.75M	Sell	68,945 -13,562	-16%	-$353K	0.03%	371
2025 Q4	$2.55M	Buy	82,507 +36,643	+80%	+$1.15M	0.05%	312
2025 Q3	$1.43M	Buy	+45,864	New	+$1.51M	0.02%	387
2023 Q1	–	Sell	-49,298	Closed	-$986K	–	435
2022 Q4	$986K	Buy	+49,298	New	+$1M	0.02%	293

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Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return