LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA FG — F&G ANNUITIES & LIFE INC

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  3 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported F&G ANNUITIES & LIFE INC (FG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows FG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in F&G ANNUITIES & LIFE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held FG — position size vs. price
% of Fund (quarterly)    FG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11.8% +7.5% ❌ 1,203 -161 -11.8% 0.00% $29K 2026-04-13 $24.96
2025 Q4 ADDED — — — 1,364 +1,357 +19385.7% 0.00% $39K 2026-01-28 $27.65
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and FG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning FG?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported FG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FG position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for FG was 0.00% in 2025 Q4.

What is the latest reported FG position on this page?

The most recent filing on this page is 2026 Q1, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 1,203 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

What does the chart on this FG ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's quarterly FG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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