EWA
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EverSource Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

EverSource 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 		$113K Sell
3,945
-364
-8% -$9.84K ﹤0.01% 1319
2026
Q1 		$103K Sell
4,309
-1,220
-22% -$34.1K ﹤0.01% 1410
2025
Q4 		$167K Buy
5,529
+803
+17% +$24.7K 0.01% 1038
2025
Q3 		$151K Buy
4,726
+168
+4% +$5.74K 0.01% 1056
2025
Q2 		$162K Buy
4,558
+1,688
+59% +$52.5K 0.01% 957
2025
Q1 		$90.6K Buy
2,870
+1,228
+75% +$39.7K 0.01% 945
2024
Q4 		$49.1K Buy
1,642
+329
+25% +$10.2K ﹤0.01% 1194
2024
Q3 		$38.3K Sell
1,313
-269
-17% -$7.61K ﹤0.01% 1181
2024
Q2 		$46.7K Sell
1,582
-8
-0.5% -$230 ﹤0.01% 1118
2024
Q1 		$42.2K Buy
1,590
+156
+11% +$3.85K ﹤0.01% 1050
2023
Q4 		$31.1K Sell
1,434
-1
-0.1% -$21 ﹤0.01% 1079
2023
Q3 		$28.3K Buy
+1,435
New +$26.7K ﹤0.01% 1005

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors reduced its Corebridge Financial (CRBG) stake by 8.4% in Q2 2026, selling an estimated $9.84K and leaving 3,945 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

EverSource Wealth Advisors first reported a position in CRBG in Q3 2023 and has held it in 12 quarters since. The position peaked at $167K in Q4 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • EverSource Wealth Advisors held 3,945 shares of Corebridge Financial worth $113K as of Q2 2026.
  • EverSource Wealth Advisors sold 364 Corebridge Financial shares in Q2 2026, an estimated $9.84K.
  • Corebridge Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1319 holding.
  • EverSource Wealth Advisors first reported a position in Corebridge Financial in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Corebridge Financial position peaked at $167K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.