JWA
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JFS Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

JFS 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 		$14.5K Buy
506
+214
+73% +$5.79K ﹤0.01% 857
2026
Q1 		$6.97K Sell
292
-156
-35% -$4.37K ﹤0.01% 1081
2025
Q4 		$13.5K Buy
448
+77
+21% +$2.37K ﹤0.01% 875
2025
Q3 		$11.9K Sell
371
-23
-6% -$786 ﹤0.01% 847
2025
Q2 		$14K Buy
394
+202
+105% +$6.28K ﹤0.01% 757
2025
Q1 		$6.06K Buy
192
+4
+2% +$129 ﹤0.01% 1043
2024
Q4 		$5.63K Sell
188
-75
-29% -$2.31K ﹤0.01% 1085
2024
Q3 		$7.67K Buy
263
+19
+8% +$537 ﹤0.01% 950
2024
Q2 		$7.11K Buy
+244
New +$7.02K ﹤0.01% 913

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

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

JFS Wealth Advisors increased its Corebridge Financial (CRBG) stake by 73% in Q2 2026, buying an estimated $5.79K and bringing the position to 506 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

JFS Wealth Advisors first reported a position in CRBG in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • JFS Wealth Advisors held 506 shares of Corebridge Financial worth $14.5K as of Q2 2026.
  • JFS Wealth Advisors bought 214 Corebridge Financial shares in Q2 2026, an estimated $5.79K.
  • Corebridge Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #857 holding.
  • JFS Wealth Advisors first reported a position in Corebridge Financial in Q2 2024 and has held it in 9 quarters since.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.