CX Institutional
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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
Q3 		$21K Buy
525
+383
+270% +$17.4K ﹤0.01% 1213
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CX Institutional's CG Position: Q3 2026 in Review

CX Institutional increased its Carlyle Group (CG) stake by 270% in Q3 2026, buying an estimated $17.4K and bringing the position to 525 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

CX Institutional first reported a position in CG in Q4 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • CX Institutional held 525 shares of Carlyle Group worth $21K as of Q3 2026.
  • CX Institutional bought 383 Carlyle Group shares in Q3 2026, an estimated $17.4K.
  • Carlyle Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1213 holding.
  • CX Institutional first reported a position in Carlyle Group in Q4 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.