CPG
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Cornerstone Planning Group’s Carlyle Group CG Stock Holding History

Cornerstone Planning 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
2026
Q2 		$18.9K Sell
430
-250
-37% -$11.7K ﹤0.01% 688
2026
Q1 		$34.9K Buy
680
+139
+26% +$7.67K ﹤0.01% 497
2025
Q4 		$32.7K Sell
541
-48
-8% -$2.73K 0.01% 447
2025
Q3 		$33.3K Buy
589
+102
+21% +$6.37K 0.01% 434
2025
Q2 		$29.3K Sell
487
-46
-9% -$1.98K 0.01% 342
2025
Q1 		$19.5K Buy
533
+65
+14% +$3.22K ﹤0.01% 421
2024
Q4 		$26.1K Buy
468
+73
+18% +$3.7K 0.01% 273
2024
Q3 		$20.2K Hold
395
– – 0.01% 298
2024
Q2 		$16.2K Sell
395
-70
-15% -$3.02K ﹤0.01% 347
2024
Q1 		$19.1K Buy
465
+54
+13% +$2.33K 0.01% 302
2023
Q4 		$16.7K Sell
411
-38
-8% -$1.25K 0.01% 342
2023
Q3 		$13.5K Sell
449
-71
-14% -$2.29K 0.01% 364
2023
Q2 		$16.6K Buy
+520
New +$15.2K 0.01% 476

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Cornerstone Planning Group's CG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Carlyle Group (CG) stake by 37% in Q2 2026, selling an estimated $11.7K and leaving 430 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Cornerstone Planning Group first reported a position in CG in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.9K in Q1 2026. 312 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Cornerstone Planning Group held 430 shares of Carlyle Group worth $18.9K as of Q2 2026.
  • Cornerstone Planning Group sold 250 Carlyle Group shares in Q2 2026, an estimated $11.7K.
  • Carlyle Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #688 holding.
  • Cornerstone Planning Group first reported a position in Carlyle Group in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Carlyle Group position peaked at $34.9K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.