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Advisor OS’s Corebridge Financial CRBG Stock Holding History

Advisor OS’s Portfolio CRBG Stock Details CRBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Buy
21,683
+2,457
+13% +$66.4K 0.04% 273
2026
Q1 		$459K Buy
19,226
+114
+0.6% +$3.19K 0.03% 316
2025
Q4 		$577K Buy
19,112
+2,939
+18% +$90.4K 0.05% 262
2025
Q3 		$518K Buy
+16,173
New +$553K 0.04% 259

Other funds holding CRBG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisor OS's CRBG Position: Q2 2026 in Review

Advisor OS increased its Corebridge Financial (CRBG) stake by 13% in Q2 2026, buying an estimated $66.4K and bringing the position to 21,683 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #273.

Advisor OS first reported a position in CRBG in Q3 2025 and has held it in 4 quarters since. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Advisor OS held 21,683 shares of Corebridge Financial worth $621K as of Q2 2026.
  • Advisor OS bought 2,457 Corebridge Financial shares in Q2 2026, an estimated $66.4K.
  • Corebridge Financial made up 0.04% of Advisor OS's portfolio in Q2 2026, its #273 holding.
  • Advisor OS first reported a position in Corebridge Financial in Q3 2025 and has held it in 4 quarters since.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.