Carson Wealth (CWM LLC)
CRBG icon

Carson Wealth (CWM LLC)’s Corebridge Financial CRBG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$763K Sell
31,986
-63,073
-66% -$1.77M ﹤0.01% 1715
2025
Q4 		$2.87M Buy
95,059
+31,892
+50% +$981K 0.01% 1004
2025
Q3 		$2.02M Buy
63,167
+6,070
+11% +$207K 0.01% 1092
2025
Q2 		$2.03M Sell
57,097
-25,235
-31% -$785K 0.01% 945
2025
Q1 		$2.6M Buy
82,332
+58,088
+240% +$1.88M 0.01% 743
2024
Q4 		$726K Buy
24,244
+6,768
+39% +$209K ﹤0.01% 1232
2024
Q3 		$510K Buy
17,476
+8,714
+99% +$246K ﹤0.01% 1307
2024
Q2 		$255K Buy
8,762
+1,063
+14% +$30.6K ﹤0.01% 1463
2024
Q1 		$221K Buy
7,699
+2,580
+50% +$63.7K ﹤0.01% 1466
2023
Q4 		$111K Hold
5,119
– – ﹤0.01% 1691
2023
Q3 		$101K Buy
5,119
+164
+3% +$3.05K ﹤0.01% 1623
2023
Q2 		$88K Buy
4,955
+4,090
+473% +$68.2K ﹤0.01% 1632
2023
Q1 		$14K Buy
865
+804
+1,318% +$15.8K ﹤0.01% 2729
2022
Q4 		$1K Buy
+61
New +$1.29K ﹤0.01% 3714

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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRBG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Corebridge Financial (CRBG) stake by 66% in Q1 2026, selling an estimated $1.77M and leaving 31,986 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Carson Wealth (CWM LLC) first reported a position in CRBG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.87M in Q4 2025. 429 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,986 shares of Corebridge Financial worth $763K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 63,073 Corebridge Financial shares in Q1 2026, an estimated $1.77M.
  • Corebridge Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1715 holding.
  • Carson Wealth (CWM LLC) first reported a position in Corebridge Financial in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Corebridge Financial position peaked at $2.87M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.