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Evolve Private Wealth’s Corebridge Financial CRBG Stock Holding History

Evolve Private Wealth’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 		$310K Sell
10,829
-13,224
-55% -$358K 0.02% 708
2026
Q1 		$574K Sell
24,053
-6,356
-21% -$178K 0.03% 520
2025
Q4 		$917K Buy
+30,409
New +$935K 0.05% 321

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

Evolve Private Wealth's CRBG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Corebridge Financial (CRBG) stake by 55% in Q2 2026, selling an estimated $358K and leaving 10,829 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #708.

Evolve Private Wealth first reported a position in CRBG in Q4 2025 and has held it in 3 quarters since. The position peaked at $917K in Q4 2025. 446 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Evolve Private Wealth held 10,829 shares of Corebridge Financial worth $310K as of Q2 2026.
  • Evolve Private Wealth sold 13,224 Corebridge Financial shares in Q2 2026, an estimated $358K.
  • Corebridge Financial made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #708 holding.
  • Evolve Private Wealth first reported a position in Corebridge Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Corebridge Financial position peaked at $917K in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

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