BGAI
CG icon

Bruce G. Allen Investments’s Carlyle Group CG Stock Holding History

Bruce G. Allen Investments’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 		$9.63K Buy
199
+79
+66% +$4.36K 0.01% 491
2025
Q4 		$7.09K Hold
120
– – ﹤0.01% 514
2025
Q3 		$7.52K Hold
120
– – 0.01% 505
2025
Q2 		$6.17K Sell
120
-75
-38% -$3.23K ﹤0.01% 536
2025
Q1 		$8.5K Buy
195
+26
+15% +$1.29K 0.01% 483
2024
Q4 		$8.53K Sell
169
-10
-6% -$507 0.01% 495
2024
Q3 		$7.71K Hold
179
– – 0.01% 518
2024
Q2 		$7.19K Sell
179
-20
-10% -$864 0.01% 515
2024
Q1 		$9.34K Hold
199
– – 0.01% 484
2023
Q4 		$8.1K Buy
+199
New +$6.55K 0.01% 523

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bruce G. Allen Investments's CG Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Carlyle Group (CG) stake by 66% in Q1 2026, buying an estimated $4.36K and bringing the position to 199 shares worth $9.63K. The position accounts for 0.01% of the portfolio, ranked #491.

Bruce G. Allen Investments first reported a position in CG in Q4 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Bruce G. Allen Investments held 199 shares of Carlyle Group worth $9.63K as of Q1 2026.
  • Bruce G. Allen Investments bought 79 Carlyle Group shares in Q1 2026, an estimated $4.36K.
  • Carlyle Group made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #491 holding.
  • Bruce G. Allen Investments first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.