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Pinnacle Wealth Planning Services’s Corebridge Financial CRBG Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.47K Sell
156
-94
-38% -$2.54K ﹤0.01% 2322
2026
Q1 		$5.96K Sell
250
-16
-6% -$448 ﹤0.01% 2208
2025
Q4 		$8.03K Buy
+266
New +$8.18K ﹤0.01% 2095

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

Pinnacle Wealth Planning Services's CRBG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Corebridge Financial (CRBG) stake by 38% in Q2 2026, selling an estimated $2.54K and leaving 156 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Pinnacle Wealth Planning Services first reported a position in CRBG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.03K in Q4 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 156 shares of Corebridge Financial worth $4.47K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 94 Corebridge Financial shares in Q2 2026, an estimated $2.54K.
  • Corebridge Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2322 holding.
  • Pinnacle Wealth Planning Services first reported a position in Corebridge Financial in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Corebridge Financial position peaked at $8.03K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.