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Benjamin Edwards Inc’s Carlyle Group CG Stock Holding History

Benjamin Edwards Inc’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 		$790K Buy
18,752
+3,249
+21% +$153K 0.01% 890
2026
Q1 		$750K Sell
15,503
-620
-4% -$34.2K 0.01% 853
2025
Q4 		$953K Sell
16,123
-3,988
-20% -$227K 0.01% 731
2025
Q3 		$1.26M Buy
20,111
+3,000
+18% +$187K 0.01% 617
2025
Q2 		$880K Buy
17,111
+415
+2% +$17.9K 0.01% 672
2025
Q1 		$728K Sell
16,696
-6,376
-28% -$316K 0.01% 681
2024
Q4 		$1.16M Buy
23,072
+5,061
+28% +$257K 0.02% 561
2024
Q3 		$775K Buy
18,011
+17,340
+2,584% +$728K 0.01% 663
2024
Q2 		$27K Sell
671
-61
-8% -$2.63K 0.01% 562
2024
Q1 		$34K Buy
732
+35
+5% +$1.51K 0.01% 520
2023
Q4 		$28K Buy
697
+199
+40% +$6.55K 0.01% 520
2023
Q3 		$15K Buy
498
+212
+74% +$6.83K ﹤0.01% 551
2023
Q2 		$9K Buy
286
+101
+55% +$2.95K ﹤0.01% 576
2023
Q1 		$6K Buy
+185
New +$6.17K ﹤0.01% 615

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Benjamin Edwards Inc's CG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Carlyle Group (CG) stake by 21% in Q2 2026, buying an estimated $153K and bringing the position to 18,752 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #890.

Benjamin Edwards Inc first reported a position in CG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Benjamin Edwards Inc held 18,752 shares of Carlyle Group worth $790K as of Q2 2026.
  • Benjamin Edwards Inc bought 3,249 Carlyle Group shares in Q2 2026, an estimated $153K.
  • Carlyle Group made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #890 holding.
  • Benjamin Edwards Inc first reported a position in Carlyle Group in Q1 2023 and has held it in 14 quarters since.
  • Benjamin Edwards Inc's Carlyle Group position peaked at $1.26M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.