CPG
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Cornerstone Planning Group’s Corebridge Financial CRBG Stock Holding History

Cornerstone Planning Group’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 		$4.25K Buy
134
+34
+34% +$919 ﹤0.01% 1130
2026
Q1 		$2.85K Buy
100
+89
+809% +$2.49K ﹤0.01% 1220
2025
Q4 		$334 Buy
11
+9
+450% +$277 ﹤0.01% 1593
2025
Q3 		$64 Buy
+2
New +$68 ﹤0.01% 1667

Other funds holding CRBG

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's CRBG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Corebridge Financial (CRBG) stake by 34% in Q2 2026, buying an estimated $919 and bringing the position to 134 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Cornerstone Planning Group first reported a position in CRBG in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Cornerstone Planning Group held 134 shares of Corebridge Financial worth $4.25K as of Q2 2026.
  • Cornerstone Planning Group bought 34 Corebridge Financial shares in Q2 2026, an estimated $919.
  • Corebridge Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1130 holding.
  • Cornerstone Planning Group first reported a position in Corebridge Financial in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.