Legend Financial Advisors’s Corebridge Financial CRBG Stock Holding History

Legend 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 Q1	–	Sell	-25,404	Closed	-$766K	–	39
2025 Q4	$766K	Sell	25,404 -152	-0.6%	-$4.67K	0.46%	29
2025 Q3	$819K	Buy	25,556 +655	+3%	+$22.4K	0.5%	29
2025 Q2	$884K	Sell	24,901 -1,017	-4%	-$31.6K	0.59%	23
2025 Q1	$818K	Buy	25,918 +154	+0.6%	+$4.99K	0.6%	22
2024 Q4	$771K	Buy	25,764 +951	+4%	+$29.3K	0.54%	22
2024 Q3	$724K	Sell	24,813 -8,153	-25%	-$231K	0.5%	25
2024 Q2	$960K	Buy	32,966 +79	+0.2%	+$2.27K	0.68%	22
2024 Q1	$945K	Sell	32,887 -557	-2%	-$13.8K	0.68%	20
2023 Q4	$724K	Buy	33,444 +23	+0.1%	+$474	0.58%	21
2023 Q3	$660K	Buy	+33,421	New	+$622K	0.56%	24

Other funds holding CRBG

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legend Financial Advisors's CRBG Position: Q1 2026 in Review

Legend Financial Advisors sold out of Corebridge Financial (CRBG) in Q1 2026, closing a stake of 25,404 shares — an estimated $766K sold.

Legend Financial Advisors first reported a position in CRBG in Q3 2023 and held it in 10 quarters. The position peaked at $960K in Q2 2024. 426 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

Legend Financial Advisors reported no remaining Corebridge Financial position as of Q1 2026 after selling out during the quarter.
Legend Financial Advisors sold 25,404 Corebridge Financial shares in Q1 2026, an estimated $766K.
Legend Financial Advisors first reported a position in Corebridge Financial in Q3 2023 and held it in 10 quarters.
Legend Financial Advisors's Corebridge Financial position peaked at $960K in Q2 2024.
426 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.