Avion Wealth’s Corebridge Financial CRBG Stock Holding History

Avion Wealth’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	$1K	Buy	68 +41	+152%	+$1.11K	﹤0.01%	1209
2026 Q1	$0	Sell	27 -18	-40%	-$504	﹤0.01%	1305
2025 Q4	$1K	Hold	45	–	–	﹤0.01%	994
2025 Q3	$1K	Sell	45 -19	-30%	-$649	﹤0.01%	980
2025 Q2	$2K	Buy	64 +37	+137%	+$1.15K	﹤0.01%	790
2025 Q1	$0	Buy	+27	New	+$874	﹤0.01%	1077
2024 Q4	–	Sell	-27	Closed	–	–	1055
2024 Q3	$0	Hold	27	–	–	﹤0.01%	1061
2024 Q2	$0	Hold	27	–	–	﹤0.01%	975
2024 Q1	$1K	Sell	27 -30	-53%	-$741	﹤0.01%	896
2023 Q4	$1K	Sell	57 -30	-34%	-$619	﹤0.01%	739
2023 Q3	$1K	Buy	87 +27	+45%	+$502	﹤0.01%	592
2023 Q2	$0	Buy	+60	New	+$1K	﹤0.01%	766

Other funds holding CRBG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Avion Wealth's CRBG Position: Q2 2026 in Review

Avion Wealth increased its Corebridge Financial (CRBG) stake by 152% in Q2 2026, buying an estimated $1.11K and bringing the position to 68 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Avion Wealth first reported a position in CRBG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2K in Q2 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

Avion Wealth held 68 shares of Corebridge Financial worth $1K as of Q2 2026.
Avion Wealth bought 41 Corebridge Financial shares in Q2 2026, an estimated $1.11K.
Corebridge Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1209 holding.
Avion Wealth first reported a position in Corebridge Financial in Q2 2023 and has held it in 12 quarters since.
Avion Wealth's Corebridge Financial position peaked at $2K in Q2 2025.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.