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
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
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

Brown, Lisle/Cummings's CG Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Carlyle Group (CG) in Q1 2026: 69 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings.

604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Brown, Lisle/Cummings held 69 shares of Carlyle Group worth $3.34K as of Q1 2026.
  • Carlyle Group was a new Brown, Lisle/Cummings position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #732 holding.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.