EP Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

EP Wealth Advisors’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	–	Sell	-20,225	Closed	-$483K	–	1751
2026 Q1	$483K	Sell	20,225 -875	-4%	-$24.5K	﹤0.01%	911
2025 Q4	$637K	Buy	+21,100	New	+$649K	﹤0.01%	764
2025 Q2	$693K	Buy	19,508 +205	+1%	+$6.37K	﹤0.01%	661
2025 Q1	$609K	Buy	19,303 +2,593	+16%	+$83.9K	﹤0.01%	634
2024 Q4	$500K	Sell	16,710 -206	-1%	-$6.36K	﹤0.01%	694
2024 Q3	$493K	Buy	+16,916	New	+$478K	﹤0.01%	697

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

EP Wealth Advisors's CRBG Position: Q2 2026 in Review

EP Wealth Advisors sold out of Corebridge Financial (CRBG) in Q2 2026, closing a stake of 20,225 shares — an estimated $483K sold.

EP Wealth Advisors first reported a position in CRBG in Q3 2024 and held it in 6 quarters. The position peaked at $693K in Q2 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

EP Wealth Advisors reported no remaining Corebridge Financial position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 20,225 Corebridge Financial shares in Q2 2026, an estimated $483K.
EP Wealth Advisors first reported a position in Corebridge Financial in Q3 2024 and held it in 6 quarters.
EP Wealth Advisors's Corebridge Financial position peaked at $693K in Q2 2025.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.