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Forum Financial Management’s Corebridge Financial CRBG Stock Holding History

Forum Financial Management’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
-16,365
Closed -$494K – 485
2025
Q4 		$494K Buy
16,365
+1
+0% +$31 0.01% 479
2025
Q3 		$524K Buy
16,364
+4
+0% +$137 0.01% 437
2025
Q2 		$581K Buy
16,360
+630
+4% +$19.6K 0.01% 360
2025
Q1 		$497K Hold
15,730
– – 0.01% 376
2024
Q4 		$471K Buy
15,730
+5,912
+60% +$182K 0.01% 399
2024
Q3 		$286K Buy
+9,818
New +$278K ﹤0.01% 539

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 $39B AUM 18.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
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

Forum Financial Management's CRBG Position: Q1 2026 in Review

Forum Financial Management sold out of Corebridge Financial (CRBG) in Q1 2026, closing a stake of 16,365 shares — an estimated $494K sold.

Forum Financial Management first reported a position in CRBG in Q3 2024 and held it in 6 quarters. The position peaked at $581K in Q2 2025. 429 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

  • Forum Financial Management reported no remaining Corebridge Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 16,365 Corebridge Financial shares in Q1 2026, an estimated $494K.
  • Forum Financial Management first reported a position in Corebridge Financial in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Corebridge Financial position peaked at $581K in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.