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

West Oak 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
-2,393
Closed -$863 – 306
2025
Q1 		$863 Hold
2,393
– – 0.03% 155
2024
Q4 		$992K Hold
2,393
– – 0.04% 144
2024
Q3 		$1.07K Hold
2,393
– – 0.02% 145
2024
Q2 		$91.1K Hold
2,393
– – 0.04% 155
2024
Q1 		$97K Hold
2,393
– – 0.04% 152
2023
Q4 		$101K Hold
2,393
– – 0.05% 151
2023
Q3 		$67K Hold
2,393
– – 0.03% 164
2023
Q2 		$59.3K Hold
2,393
– – 0.03% 171
2023
Q1 		$43.4K Hold
2,393
– – 0.02% 177
2022
Q4 		$48K Buy
+2,393
New +$48.8K 0.03% 165

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 Oak Capital's FG Position: Q2 2025 in Review

West Oak Capital sold out of F&G Annuities & Life (FG) in Q2 2025, closing a stake of 2,393 shares — an estimated $863 sold.

West Oak Capital first reported a position in FG in Q4 2022 and held it in 10 quarters. The position peaked at $992K in Q4 2024. 225 funds tracked by Wall St. Rank hold FG as of Q2 2025.

  • West Oak Capital reported no remaining F&G Annuities & Life position as of Q2 2025 after selling out during the quarter.
  • West Oak Capital sold 2,393 F&G Annuities & Life shares in Q2 2025, an estimated $863.
  • West Oak Capital first reported a position in F&G Annuities & Life in Q4 2022 and held it in 10 quarters.
  • West Oak Capital's F&G Annuities & Life position peaked at $992K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.