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Legacy Financial Advisors’s Corebridge Financial CRBG Stock Holding History

Legacy Financial 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 		$337K Sell
11,758
-249
-2% -$6.73K 0.04% 327
2026
Q1 		$286K Sell
12,007
-1,642
-12% -$46K 0.04% 335
2025
Q4 		$412K Buy
13,649
+3,000
+28% +$92.2K 0.06% 255
2025
Q3 		$341K Buy
10,649
+1,283
+14% +$43.8K 0.05% 297
2025
Q2 		$332K Buy
+9,366
New +$291K 0.05% 257

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

Legacy Financial Advisors's CRBG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Corebridge Financial (CRBG) stake by 2.1% in Q2 2026, selling an estimated $6.73K and leaving 11,758 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #327.

Legacy Financial Advisors first reported a position in CRBG in Q2 2025 and has held it in 5 quarters since. The position peaked at $412K in Q4 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Legacy Financial Advisors held 11,758 shares of Corebridge Financial worth $337K as of Q2 2026.
  • Legacy Financial Advisors sold 249 Corebridge Financial shares in Q2 2026, an estimated $6.73K.
  • Corebridge Financial made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #327 holding.
  • Legacy Financial Advisors first reported a position in Corebridge Financial in Q2 2025 and has held it in 5 quarters since.
  • Legacy Financial Advisors's Corebridge Financial position peaked at $412K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.