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American Capital Advisory’s Carlyle Group CG Stock Holding History

American Capital Advisory’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
Q2 		$801 Buy
19
+10
+111% +$470 ﹤0.01% 849
2026
Q1 		$436 Sell
9
-3
-25% -$165 ﹤0.01% 883
2025
Q4 		$710 Buy
12
+1
+9% +$57 ﹤0.01% 672
2025
Q3 		$690 Hold
11
– – ﹤0.01% 616
2025
Q2 		$566 Buy
+11
New +$474 ﹤0.01% 601

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

American Capital Advisory's CG Position: Q2 2026 in Review

American Capital Advisory increased its Carlyle Group (CG) stake by 111% in Q2 2026, buying an estimated $470 and bringing the position to 19 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #849.

American Capital Advisory first reported a position in CG in Q2 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • American Capital Advisory held 19 shares of Carlyle Group worth $801 as of Q2 2026.
  • American Capital Advisory bought 10 Carlyle Group shares in Q2 2026, an estimated $470.
  • Carlyle Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #849 holding.
  • American Capital Advisory first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.