B. Riley Wealth Advisors’s Carlyle Group CG Stock Holding History

B. Riley Wealth Advisors’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	$295K	Buy	7,282 +13	+0.2%	+$611	0.02%	635
2026 Q1	$337K	Buy	7,269 +2	+0%	+$110	0.02%	547
2025 Q4	$430K	Buy	7,267 +782	+12%	+$44.4K	0.02%	583
2025 Q3	$407K	Sell	6,485 -2,753	-30%	-$172K	0.02%	605
2025 Q2	$475K	Buy	+9,238	New	+$398K	0.02%	545
2024 Q4	$623K	Sell	12,332 -532	-4%	-$27K	0.02%	613
2024 Q3	$559K	Buy	12,864 +495	+4%	+$20.8K	0.02%	703
2024 Q2	$497K	Sell	12,369 -2,460	-17%	-$106K	0.01%	821
2024 Q1	$447K	Buy	14,829 +2,363	+19%	+$102K	0.01%	845
2023 Q4	$507K	Sell	12,466 -2,363	-16%	-$77.8K	0.01%	802
2023 Q3	$447K	Sell	14,829 -8,681	-37%	-$280K	0.01%	845
2023 Q2	$751K	Buy	23,510 +453	+2%	+$13.2K	0.02%	673
2023 Q1	$716K	Sell	23,057 -65	-0.3%	-$2.17K	0.02%	668
2022 Q4	$690K	Buy	23,122 +674	+3%	+$19.2K	0.02%	666
2022 Q3	$580K	Buy	22,448 +491	+2%	+$16.2K	0.02%	688
2022 Q2	$696K	Sell	21,957 -1,990	-8%	-$76.3K	0.03%	530
2022 Q1	$1.17M	Buy	23,947 +1,444	+6%	+$69.1K	0.04%	436
2021 Q4	$1.24M	Buy	22,503 +305	+1%	+$16.6K	0.04%	464
2021 Q3	$1.05M	Buy	22,198 +654	+3%	+$31.4K	0.03%	503
2021 Q2	$961K	Sell	21,544 -1,657	-7%	-$70.5K	0.03%	520
2021 Q1	$831K	Buy	23,201 +3,772	+19%	+$132K	0.03%	535
2020 Q4	$611K	Sell	19,429 -2,113	-10%	-$59.5K	0.03%	469
2020 Q3	$549K	Buy	21,542 +5,880	+38%	+$159K	0.03%	499
2020 Q2	$438K	Buy	15,662 +3,979	+34%	+$102K	0.03%	497
2020 Q1	$253K	Sell	11,683 -2,662	-19%	-$76.8K	0.02%	595
2019 Q4	$461K	Buy	14,345 +1,901	+15%	+$53.7K	0.04%	463
2019 Q3	$319K	Buy	+12,444	New	+$298K	0.03%	571
2017 Q1	–	Sell	-19,346	Closed	-$296K	–	527
2016 Q4	$296K	Sell	19,346 -925	-5%	-$14.3K	0.06%	354
2016 Q3	$316K	Buy	20,271 +3,736	+23%	+$60.2K	0.06%	391
2016 Q2	$269K	Buy	16,535 +4,456	+37%	+$73K	0.05%	432
2016 Q1	$204K	Buy	+12,079	New	+$177K	0.05%	471

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

B. Riley Wealth Advisors's CG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Carlyle Group (CG) stake by 0.18% in Q2 2026, buying an estimated $611 and bringing the position to 7,282 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #635.

B. Riley Wealth Advisors first reported a position in CG in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.24M in Q4 2021. 79 funds tracked by Wall St. Rank hold CG as of Q2 2026.

B. Riley Wealth Advisors held 7,282 shares of Carlyle Group worth $295K as of Q2 2026.
B. Riley Wealth Advisors bought 13 Carlyle Group shares in Q2 2026, an estimated $611.
Carlyle Group made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #635 holding.
B. Riley Wealth Advisors first reported a position in Carlyle Group in Q1 2016 and has held it in 31 quarters since.
B. Riley Wealth Advisors's Carlyle Group position peaked at $1.24M in Q4 2021.
79 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.