Bank of Montreal’s Corebridge Financial CRBG Stock Holding History

Bank of Montreal’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	$30.3M	Buy	1,059,426 +711,186	+204%	+$19.2M	0.01%	762
2026 Q1	$8.31M	Buy	348,240 +325,652	+1,442%	+$9.11M	﹤0.01%	1149
2025 Q4	$681K	Buy	+22,588	New	+$694K	﹤0.01%	2167
2024 Q3	–	Sell	-111,285	Closed	-$3.29M	–	3906
2024 Q2	$3.29M	Sell	111,285 -159,499	-59%	-$4.59M	﹤0.01%	1440
2024 Q1	$7.78M	Buy	+270,784	New	+$6.69M	﹤0.01%	1061
2023 Q3	–	Sell	-14,898	Closed	-$264K	–	3870
2023 Q2	$264K	Buy	+14,898	New	+$249K	﹤0.01%	3046
2023 Q1	–	Sell	-795,724	Closed	-$16M	–	3844
2022 Q4	$16M	Sell	795,724 -298,570	-27%	-$6.31M	0.01%	781
2022 Q3	$21.6M	Buy	+1,094,294	New	+$22.5M	0.01%	659

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

Bank of Montreal's CRBG Position: Q2 2026 in Review

Bank of Montreal increased its Corebridge Financial (CRBG) stake by 204% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,059,426 shares worth $30.3M. The position accounts for 0.01% of the portfolio, ranked #762.

Bank of Montreal first reported a position in CRBG in Q3 2022 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

Bank of Montreal held 1,059,426 shares of Corebridge Financial worth $30.3M as of Q2 2026.
Bank of Montreal bought 711,186 Corebridge Financial shares in Q2 2026, an estimated $19.2M.
Corebridge Financial made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #762 holding.
Bank of Montreal first reported a position in Corebridge Financial in Q3 2022 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.