AF
CG icon

Allworth Financial’s Carlyle Group CG Stock Holding History

Allworth Financial’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.5K Buy
1,334
+613
+85% +$33.8K ﹤0.01% 2139
2025
Q4 		$42.6K Buy
721
+176
+32% +$10K ﹤0.01% 2303
2025
Q3 		$34.2K Buy
545
+47
+9% +$2.94K ﹤0.01% 2375
2025
Q2 		$25.6K Buy
498
+299
+150% +$12.9K ﹤0.01% 2361
2025
Q1 		$7.71K Buy
199
+34
+21% +$1.69K ﹤0.01% 2544
2024
Q4 		$9.34K Buy
165
+116
+237% +$5.88K ﹤0.01% 2466
2024
Q3 		$2.11K Hold
49
– – ﹤0.01% 2946
2024
Q2 		$2.25K Sell
49
-251
-84% -$10.8K ﹤0.01% 2873
2024
Q1 		$14.1K Hold
300
– – ﹤0.01% 1961
2023
Q4 		$12.2K Sell
300
-55
-15% -$1.81K ﹤0.01% 1902
2023
Q3 		$10.7K Buy
+355
New +$11.4K ﹤0.01% 1817

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return