Clayton Financial Group’s Carlyle Group CG Stock Holding History

Clayton Financial 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
2025 Q4	–	Sell	-210	Closed	-$13.2K	–	610
2025 Q3	$13.2K	Buy	+210	New	+$13.1K	0.01%	127

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Clayton Financial Group's CG Position: Q4 2025 in Review

Clayton Financial Group sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 210 shares — an estimated $13.2K sold.

Clayton Financial Group first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $13.2K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

Clayton Financial Group reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
Clayton Financial Group sold 210 Carlyle Group shares in Q4 2025, an estimated $13.2K.
Clayton Financial Group first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
Clayton Financial Group's Carlyle Group position peaked at $13.2K in Q3 2025.
628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.