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Atomi Financial Group’s Carlyle Group CG Stock Holding History

Atomi Financial Group’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 		$229K Buy
4,730
+398
+9% +$21.9K 0.01% 1090
2025
Q4 		$256K Buy
4,332
+178
+4% +$10.1K 0.01% 1021
2025
Q3 		$260K Buy
+4,154
New +$259K 0.01% 970

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

Atomi Financial Group's CG Position: Q1 2026 in Review

Atomi Financial Group increased its Carlyle Group (CG) stake by 9.2% in Q1 2026, buying an estimated $21.9K and bringing the position to 4,730 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1090.

Atomi Financial Group first reported a position in CG in Q3 2025 and has held it in 3 quarters since. The position peaked at $260K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Atomi Financial Group held 4,730 shares of Carlyle Group worth $229K as of Q1 2026.
  • Atomi Financial Group bought 398 Carlyle Group shares in Q1 2026, an estimated $21.9K.
  • Carlyle Group made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1090 holding.
  • Atomi Financial Group first reported a position in Carlyle Group in Q3 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Carlyle Group position peaked at $260K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.