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Integrated Wealth Concepts’s Corebridge Financial CRBG Stock Holding History

Integrated Wealth Concepts’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 		$506K Buy
17,662
+899
+5% +$24.3K ﹤0.01% 1645
2026
Q1 		$400K Sell
16,763
-5,986
-26% -$168K ﹤0.01% 1682
2025
Q4 		$686K Buy
22,749
+7,325
+47% +$225K 0.01% 943
2025
Q3 		$494K Buy
15,424
+383
+3% +$13.1K ﹤0.01% 1348
2025
Q2 		$534K Buy
+15,041
New +$468K 0.01% 1236
2024
Q3 		– Sell
-7,264
Closed -$212K – 1688
2024
Q2 		$212K Buy
+7,264
New +$209K ﹤0.01% 1494

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

Integrated Wealth Concepts's CRBG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Corebridge Financial (CRBG) stake by 5.4% in Q2 2026, buying an estimated $24.3K and bringing the position to 17,662 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Integrated Wealth Concepts first reported a position in CRBG in Q2 2024 and has held it in 6 quarters since. The position peaked at $686K in Q4 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Integrated Wealth Concepts held 17,662 shares of Corebridge Financial worth $506K as of Q2 2026.
  • Integrated Wealth Concepts bought 899 Corebridge Financial shares in Q2 2026, an estimated $24.3K.
  • Corebridge Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1645 holding.
  • Integrated Wealth Concepts first reported a position in Corebridge Financial in Q2 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Corebridge Financial position peaked at $686K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

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