BLC
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Brown, Lisle/Cummings’s Carlyle Group CG Stock Holding History

Brown, Lisle/Cummings’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 		$2.91K Hold
69
– – ﹤0.01% 790
2026
Q1 		$3.34K Buy
+69
New +$3.81K ﹤0.01% 732

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

Brown, Lisle/Cummings's CG Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Carlyle Group (CG) position steady in Q2 2026 at 69 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Brown, Lisle/Cummings first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.34K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Brown, Lisle/Cummings held 69 shares of Carlyle Group worth $2.91K as of Q2 2026.
  • Brown, Lisle/Cummings left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #790 holding.
  • Brown, Lisle/Cummings first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Carlyle Group position peaked at $3.34K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.