CI
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CX Institutional’s Carlyle Group CG Stock Holding History

CX Institutional’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 		$6K Sell
142
-191
-57% -$8.97K ﹤0.01% 1350
2026
Q1 		$16K Buy
333
+309
+1,288% +$17K ﹤0.01% 1177
2025
Q4 		$1K Buy
+24
New +$1.36K ﹤0.01% 1431

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

CX Institutional's CG Position: Q2 2026 in Review

CX Institutional reduced its Carlyle Group (CG) stake by 57% in Q2 2026, selling an estimated $8.97K and leaving 142 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

CX Institutional first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $16K in Q1 2026. 84 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • CX Institutional held 142 shares of Carlyle Group worth $6K as of Q2 2026.
  • CX Institutional sold 191 Carlyle Group shares in Q2 2026, an estimated $8.97K.
  • Carlyle Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1350 holding.
  • CX Institutional first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's Carlyle Group position peaked at $16K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.