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CBIZ Investment Advisory Services’s Corebridge Financial CRBG Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-21
Closed -$634 – 485
2025
Q4 		$634 Hold
21
– – ﹤0.01% 729
2025
Q3 		$673 Sell
21
-16
-43% -$547 ﹤0.01% 629
2025
Q2 		$1.31K Buy
+37
New +$1.15K ﹤0.01% 575

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AIG
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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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CRBG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Corebridge Financial (CRBG) in Q1 2026, closing a stake of 21 shares — an estimated $634 sold.

CBIZ Investment Advisory Services first reported a position in CRBG in Q2 2025 and held it in 3 quarters. The position peaked at $1.31K in Q2 2025. 429 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Corebridge Financial position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 21 Corebridge Financial shares in Q1 2026, an estimated $634.
  • CBIZ Investment Advisory Services first reported a position in Corebridge Financial in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Corebridge Financial position peaked at $1.31K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.