Barclays
CG icon

Barclays’s Carlyle Group CG Stock Holding History

Barclays’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
2025
Q1 		– Sell
-100,000
Closed -$5.05M – 5289
2024
Q4 		$5.05M Hold
100,000
– – ﹤0.01% 2161
2024
Q3 		$4.31M Buy
+100,000
New +$4.2M ﹤0.01% 2216
2024
Q2 		– Sell
-100,000
Closed -$4.69M – 4918
2024
Q1 		$4.69M Buy
+100,000
New +$4.32M ﹤0.01% 1901
2019
Q2 		– Sell
-100
Closed -$2K – 6955
2019
Q1 		$2K Sell
100
-900
-90% -$16.3K ﹤0.01% 6841
2018
Q4 		$16K Buy
1,000
+800
+400% +$15.2K ﹤0.01% 5992
2018
Q3 		$5K Hold
200
– – ﹤0.01% 6772
2018
Q2 		$4K Buy
+200
New +$4.3K ﹤0.01% 6731

Other funds holding CG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays's CG Position: Q3 2026 in Review

Barclays increased its Carlyle Group (CG) stake by 104% in Q3 2026, buying an estimated $14.4M and bringing the position to 625,356 shares worth $24.8M. The position accounts for 0.01% of the portfolio, ranked #1135.

Barclays first reported a position in CG in Q2 2013 and has held it in 46 quarters since. The position peaked at $58M in Q3 2025. 475 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Barclays held 625,356 shares of Carlyle Group worth $24.8M as of Q3 2026.
  • Barclays bought 318,762 Carlyle Group shares in Q3 2026, an estimated $14.4M.
  • Carlyle Group made up 0.01% of Barclays's portfolio in Q3 2026, its #1135 holding.
  • Barclays first reported a position in Carlyle Group in Q2 2013 and has held it in 46 quarters since.
  • Barclays's Carlyle Group position peaked at $58M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.