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True Wealth Design’s Corebridge Financial CRBG Stock Holding History

True Wealth Design’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 		$3.49K Buy
+122
New +$3.3K ﹤0.01% 1475
2026
Q1 		– Sell
-1,233
Closed -$37.2K – 2735
2025
Q4 		$37.2K Buy
1,233
+412
+50% +$12.7K 0.01% 419
2025
Q3 		$26.3K Sell
821
-20
-2% -$683 0.01% 511
2025
Q2 		$29.9K Sell
841
-868
-51% -$27K 0.01% 295
2025
Q1 		$54K Buy
1,709
+936
+121% +$30.3K 0.02% 172
2024
Q4 		$23.1K Sell
773
-65
-8% -$2.01K 0.01% 302
2024
Q3 		$24.4K Sell
838
-30,453
-97% -$861K 0.01% 296
2024
Q2 		$911K Sell
31,291
-3,867
-11% -$111K 0.23% 43
2024
Q1 		$1.01M Sell
35,158
-3,697
-10% -$91.3K 0.25% 33
2023
Q4 		$842K Sell
38,855
-3,435
-8% -$70.9K 0.24% 55
2023
Q3 		$835K Sell
42,290
-2,733
-6% -$50.8K 0.28% 37
2023
Q2 		$795K Buy
45,023
+4,834
+12% +$80.6K 0.29% 66
2023
Q1 		$644K Buy
40,189
+5,160
+15% +$101K 0.27% 101
2022
Q4 		$703K Buy
+35,029
New +$740K 0.33% 88

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

True Wealth Design's CRBG Position: Q2 2026 in Review

True Wealth Design opened a new position in Corebridge Financial (CRBG) in Q2 2026: 122 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CRBG as recently as Q4 2025.

True Wealth Design first reported a position in CRBG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2024. 446 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • True Wealth Design held 122 shares of Corebridge Financial worth $3.49K as of Q2 2026.
  • Corebridge Financial was a new True Wealth Design position in Q2 2026.
  • Corebridge Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1475 holding.
  • True Wealth Design first reported a position in Corebridge Financial in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Corebridge Financial position peaked at $1.01M in Q1 2024.
  • 446 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.