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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
Q2 		$9.88K Buy
345
+1
+0.3% +$27 ﹤0.01% 744
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 $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

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

Medallion Wealth Advisors increased its Corebridge Financial (CRBG) stake by 0.29% in Q2 2026, buying an estimated $27 and bringing the position to 345 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Medallion Wealth Advisors first reported a position in CRBG in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.1K in Q2 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Medallion Wealth Advisors held 345 shares of Corebridge Financial worth $9.88K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Corebridge Financial share in Q2 2026, an estimated $27.
  • Corebridge Financial made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #744 holding.
  • Medallion Wealth Advisors first reported a position in Corebridge Financial in Q1 2025 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Corebridge Financial position peaked at $12.1K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.