CFM
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Cornerstone Financial Management’s Carlyle Group CG Stock Holding History

Cornerstone Financial Management’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 		$590 Hold
14
– – ﹤0.01% 1292
2026
Q1 		$677 Hold
14
– – ﹤0.01% 1074
2025
Q4 		$828 Buy
+14
New +$795 ﹤0.01% 994

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 $3.37T AUM 44.26% 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

Cornerstone Financial Management's CG Position: Q2 2026 in Review

Cornerstone Financial Management held its Carlyle Group (CG) position steady in Q2 2026 at 14 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Cornerstone Financial Management first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $828 in Q4 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Cornerstone Financial Management held 14 shares of Carlyle Group worth $590 as of Q2 2026.
  • Cornerstone Financial Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1292 holding.
  • Cornerstone Financial Management first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Carlyle Group position peaked at $828 in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.