Oak Family Advisors’s Corebridge Financial CRBG Stock Holding History

Oak Family 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	–	Sell	-15,000	Closed	-$358K	–	117
2026 Q1	$358K	Sell	15,000 -15,250	-50%	-$427K	0.1%	90
2025 Q4	$913K	Hold	30,250	–	–	0.25%	68
2025 Q3	$970K	Hold	30,250	–	–	0.24%	63
2025 Q2	$1.07M	Hold	30,250	–	–	0.34%	54
2025 Q1	$955K	Hold	30,250	–	–	0.32%	55
2024 Q4	$905K	Hold	30,250	–	–	0.33%	60
2024 Q3	$882K	Hold	30,250	–	–	0.27%	68
2024 Q2	$881K	Hold	30,250	–	–	0.3%	65
2024 Q1	$869K	Hold	30,250	–	–	0.33%	65
2023 Q4	$655K	Hold	30,250	–	–	0.28%	75
2023 Q3	$597K	Hold	30,250	–	–	0.28%	68
2023 Q2	$534K	Hold	30,250	–	–	0.25%	73
2023 Q1	$485K	Buy	+30,250	New	+$593K	0.24%	73

Other funds holding CRBG

NLI

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oak Family Advisors's CRBG Position: Q2 2026 in Review

Oak Family Advisors sold out of Corebridge Financial (CRBG) in Q2 2026, closing a stake of 15,000 shares — an estimated $358K sold.

Oak Family Advisors first reported a position in CRBG in Q1 2023 and held it in 13 quarters. The position peaked at $1.07M in Q2 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

Oak Family Advisors reported no remaining Corebridge Financial position as of Q2 2026 after selling out during the quarter.
Oak Family Advisors sold 15,000 Corebridge Financial shares in Q2 2026, an estimated $358K.
Oak Family Advisors first reported a position in Corebridge Financial in Q1 2023 and held it in 13 quarters.
Oak Family Advisors's Corebridge Financial position peaked at $1.07M in Q2 2025.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.