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West Branch Capital’s F&G Annuities & Life FG Stock Holding History

West Branch Capital’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
Q2 		– Sell
-16
Closed -$577 – 492
2025
Q1 		$577 Hold
16
– – ﹤0.01% 435
2024
Q4 		$664 Hold
16
– – ﹤0.01% 418
2024
Q3 		$716 Buy
16
+2
+14% +$83 ﹤0.01% 400
2024
Q2 		$533 Hold
14
– – ﹤0.01% 407
2024
Q1 		$568 Hold
14
– – ﹤0.01% 397
2023
Q4 		$644 Hold
14
– – ﹤0.01% 415
2023
Q3 		$393 Hold
14
– – ﹤0.01% 414
2023
Q2 		$347 Hold
14
– – ﹤0.01% 423
2023
Q1 		$254 Hold
14
– – ﹤0.01% 436
2022
Q4 		$280 Buy
+14
New +$285 ﹤0.01% 433

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

West Branch Capital's FG Position: Q2 2025 in Review

West Branch Capital sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 16 shares — an estimated $577 sold.

West Branch Capital first reported a position in FG in Q4 2022 and held it in 10 quarters. The position peaked at $716 in Q3 2024. 224 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • West Branch Capital reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 16 F&G Annuities & Life shares in Q2 2025, an estimated $577.
  • West Branch Capital first reported a position in F&G Annuities & Life in Q4 2022 and held it in 10 quarters.
  • West Branch Capital's F&G Annuities & Life position peaked at $716 in Q3 2024.
  • 224 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.