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Medallion Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

Medallion 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
Q1 		$8.21K Hold
344
– – ﹤0.01% 793
2025
Q4 		$10.4K Hold
344
– – ﹤0.01% 742
2025
Q3 		$11K Hold
344
– – ﹤0.01% 731
2025
Q2 		$12.1K Hold
344
– – ﹤0.01% 711
2025
Q1 		$10.9K Buy
+344
New +$11.1K ﹤0.01% 672

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 $25.6B AUM 26.83% 1-Year Est. Return
Pzena Investment Management
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Medallion Wealth Advisors's CRBG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Corebridge Financial (CRBG) position steady in Q1 2026 at 344 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Medallion Wealth Advisors first reported a position in CRBG in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q2 2025. 426 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

  • Medallion Wealth Advisors held 344 shares of Corebridge Financial worth $8.21K as of Q1 2026.
  • Medallion Wealth Advisors left its Corebridge Financial share count unchanged in Q1 2026.
  • Corebridge Financial made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #793 holding.
  • Medallion Wealth Advisors first reported a position in Corebridge Financial in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Corebridge Financial position peaked at $12.1K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

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