United Capital Financial Advisors’s Corebridge Financial CRBG Stock Holding History

United Capital Financial 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	$282K	Buy	+9,857	New	+$267K	﹤0.01%	1391
2025 Q3	–	Sell	-5,713	Closed	-$203K	–	1211
2025 Q2	$203K	Buy	+5,713	New	+$178K	﹤0.01%	1051
2024 Q4	–	Sell	-7,695	Closed	-$224K	–	1070
2024 Q3	$224K	Buy	7,695 +491	+7%	+$13.9K	﹤0.01%	971
2024 Q2	$210K	Sell	7,204 -249	-3%	-$7.17K	﹤0.01%	965
2024 Q1	$214K	Buy	+7,453	New	+$184K	﹤0.01%	998

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

United Capital Financial Advisors's CRBG Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Corebridge Financial (CRBG) in Q2 2026: 9,857 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CRBG as recently as Q2 2025.

United Capital Financial Advisors first reported a position in CRBG in Q1 2024 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

United Capital Financial Advisors held 9,857 shares of Corebridge Financial worth $282K as of Q2 2026.
Corebridge Financial was a new United Capital Financial Advisors position in Q2 2026.
Corebridge Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1391 holding.
United Capital Financial Advisors first reported a position in Corebridge Financial in Q1 2024 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.