JFS WEALTH ADVISORS, LLC

Position in FG — F&G Annuities & Life, Inc.

CIK 1568068 HERMITAGE, PA

Position in FG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$10,901

-$4,569 QoQ

Shares Held

410

-32.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#187

of 321 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $331,564 across 14 Insurance - Life names. FG ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	771	$83,214
2	MFC	Manulife Financial Corp	1,331	$53,918
3	MET	Metlife Inc	518	$43,827
4	AFL	Aflac Inc	368	$43,148
5	UNM	Unum Group	292	$26,104
6	GL	Globe Life Inc.	111	$19,833
7	PRI	Primerica, Inc.	44	$12,504
8	FG	F&G Annuities & Life, Inc. This page	410	$10,901

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,901	410	-32.9%	Shares	Sole	2026-07-10
2026-03-31	$15,470	611	+25.5%	Shares	Sole	2026-04-21
2025-12-31	$15,023	487	+47.6%	Shares	Sole	2026-01-14
2025-09-30	$10,319	330	-1.8%	Shares	Sole	2025-11-10
2025-06-30	$10,745	336	-2.3%	Shares	Sole	2025-07-24
2025-03-31	$12,401	344	-2.3%	Shares	Sole	2025-04-22
2024-12-31	$14,586	352	+6.0%	Shares	Sole	2025-01-31
2024-09-30	$14,847	332	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$12,594	331	+4.4%	Shares	Sole	2024-07-15
2024-03-31	$12,854	317	0.0%	Shares	Sole	2024-04-30
2023-12-31	$14,582	317	0.0%	Shares	Sole	2024-02-07
2023-09-30	$8,895	317	0.0%	Shares	Sole	2023-11-02
2023-06-30	$7,855	317	-23.6%	Shares	Sole	2023-08-07
2023-03-31	$7,519	415	-16.7%	Shares	Sole	2023-04-19
2022-12-31	$9,964	498	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.