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Root Financial Partners’s Corebridge Financial CRBG Stock Holding History

Root Financial Partners’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 		$19.1K Sell
801
-163
-17% -$4.56K ﹤0.01% 1342
2025
Q4 		$29.1K Sell
964
-19
-2% -$584 ﹤0.01% 963
2025
Q3 		$31.5K Buy
+983
New +$33.6K ﹤0.01% 866

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AIG
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Harris Associates
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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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

Root Financial Partners's CRBG Position: Q1 2026 in Review

Root Financial Partners reduced its Corebridge Financial (CRBG) stake by 17% in Q1 2026, selling an estimated $4.56K and leaving 801 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Root Financial Partners first reported a position in CRBG in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.5K in Q3 2025. 425 funds tracked by Wall St. Rank hold CRBG as of Q1 2026.

  • Root Financial Partners held 801 shares of Corebridge Financial worth $19.1K as of Q1 2026.
  • Root Financial Partners sold 163 Corebridge Financial shares in Q1 2026, an estimated $4.56K.
  • Corebridge Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1342 holding.
  • Root Financial Partners first reported a position in Corebridge Financial in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Corebridge Financial position peaked at $31.5K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Corebridge Financial as of Q1 2026.

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