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Brooklyn Investment Group’s Carlyle Group CG Stock Holding History

Brooklyn Investment Group’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
Q1 		$571K Buy
11,795
+2,566
+28% +$142K 0.02% 936
2025
Q4 		$557K Buy
+9,229
New +$524K 0.03% 601
2025
Q3 		– Sell
-3,825
Closed -$197K – 1029
2025
Q2 		$197K Buy
3,825
+2,763
+260% +$119K 0.03% 621
2025
Q1 		$46.3K Buy
1,062
+236
+29% +$11.7K 0.01% 813
2024
Q4 		$41.7K Buy
826
+50
+6% +$2.53K 0.01% 579
2024
Q3 		$33.4K Buy
+776
New +$32.6K 0.01% 561

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Brooklyn Investment Group's CG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Carlyle Group (CG) stake by 28% in Q1 2026, buying an estimated $142K and bringing the position to 11,795 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #936.

Brooklyn Investment Group first reported a position in CG in Q3 2024 and has held it in 6 quarters since. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Brooklyn Investment Group held 11,795 shares of Carlyle Group worth $571K as of Q1 2026.
  • Brooklyn Investment Group bought 2,566 Carlyle Group shares in Q1 2026, an estimated $142K.
  • Carlyle Group made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #936 holding.
  • Brooklyn Investment Group first reported a position in Carlyle Group in Q3 2024 and has held it in 6 quarters since.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.