B. Riley Wealth Advisors’s Carlyle Group CG Stock Holding History
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 | Sell |
9,238
-3,516
| -28% | -$151K | 0.02% | 545 |
|
|
2025
Q1 | $556K | Buy |
12,754
+422
| +3% | +$20.9K | 0.02% | 718 |
|
|
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
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 32 quarters since. The position peaked at $1.24M in Q4 2021. 588 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 32 quarters since.
- B. Riley Wealth Advisors's Carlyle Group position peaked at $1.24M in Q4 2021.
- 588 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.