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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
Q2 		– Sell
-801
Closed -$19.1K – 1012
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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BlackRock
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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

Root Financial Partners's CRBG Position: Q2 2026 in Review

Root Financial Partners sold out of Corebridge Financial (CRBG) in Q2 2026, closing a stake of 801 shares — an estimated $19.1K sold.

Root Financial Partners first reported a position in CRBG in Q3 2025 and held it in 3 quarters. The position peaked at $31.5K in Q3 2025. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Root Financial Partners reported no remaining Corebridge Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 801 Corebridge Financial shares in Q2 2026, an estimated $19.1K.
  • Root Financial Partners first reported a position in Corebridge Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Corebridge Financial position peaked at $31.5K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.