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Bravera Wealth’s Carlyle Group CG Stock Holding History

Bravera Wealth’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 		$2.02K Hold
48
– – ﹤0.01% 339
2026
Q1 		$2.32K Hold
48
– – ﹤0.01% 387
2025
Q4 		$2.84K Buy
+48
New +$2.73K ﹤0.01% 428

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Bravera Wealth's CG Position: Q2 2026 in Review

Bravera Wealth held its Carlyle Group (CG) position steady in Q2 2026 at 48 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bravera Wealth first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.84K in Q4 2025. 128 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Bravera Wealth held 48 shares of Carlyle Group worth $2.02K as of Q2 2026.
  • Bravera Wealth left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #339 holding.
  • Bravera Wealth first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Carlyle Group position peaked at $2.84K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.