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Valued Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

Valued Wealth 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 		$544 Sell
19
-29
-60% -$784 ﹤0.01% 838
2026
Q1 		$1.15K Buy
48
+47
+4,700% +$1.32K ﹤0.01% 614
2025
Q4 		$31 Hold
1
– – ﹤0.01% 636
2025
Q3 		$33 Buy
+1
New +$34 ﹤0.01% 618

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

Valued Wealth Advisors's CRBG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Corebridge Financial (CRBG) stake by 60% in Q2 2026, selling an estimated $784 and leaving 19 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Valued Wealth Advisors first reported a position in CRBG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.15K in Q1 2026. 448 funds tracked by Wall St. Rank hold CRBG as of Q2 2026.

  • Valued Wealth Advisors held 19 shares of Corebridge Financial worth $544 as of Q2 2026.
  • Valued Wealth Advisors sold 29 Corebridge Financial shares in Q2 2026, an estimated $784.
  • Corebridge Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #838 holding.
  • Valued Wealth Advisors first reported a position in Corebridge Financial in Q3 2025 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Corebridge Financial position peaked at $1.15K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Corebridge Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.