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
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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's CRBG Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Corebridge Financial (CRBG) in Q3 2025, closing a stake of 5,713 shares — an estimated $203K sold.

United Capital Financial Advisors first reported a position in CRBG in Q1 2024 and held it in 4 quarters. The position peaked at $224K in Q3 2024. 455 funds tracked by Wall St. Rank hold CRBG as of Q3 2025.

United Capital Financial Advisors reported no remaining Corebridge Financial position as of Q3 2025 after selling out during the quarter.
United Capital Financial Advisors sold 5,713 Corebridge Financial shares in Q3 2025, an estimated $203K.
United Capital Financial Advisors first reported a position in Corebridge Financial in Q1 2024 and held it in 4 quarters.
United Capital Financial Advisors's Corebridge Financial position peaked at $224K in Q3 2024.
455 funds tracked by Wall St. Rank held Corebridge Financial as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.