Dynamic Advisor Solutions’s Carlyle Group CG Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-4,681	Closed	-$227K	–	1051
2026 Q1	$227K	Buy	4,681 +9	+0.2%	+$496	0.01%	888
2025 Q4	$276K	Sell	4,672 -145	-3%	-$8.24K	0.01%	804
2025 Q3	$302K	Sell	4,817 -503	-9%	-$31.4K	0.01%	778
2025 Q2	$273K	Buy	5,320 +173	+3%	+$7.45K	0.01%	774
2025 Q1	$224K	Buy	5,147 +314	+6%	+$15.6K	0.01%	784
2024 Q4	$244K	Sell	4,833 -581	-11%	-$29.5K	0.01%	576
2024 Q3	$233K	Sell	5,414 -9	-0.2%	-$378	0.01%	837
2024 Q2	$218K	Sell	5,423 -339	-6%	-$14.6K	0.01%	856
2024 Q1	$270K	Buy	5,762 +339	+6%	+$14.7K	0.01%	785
2023 Q4	$213K	Buy	+5,423	New	+$179K	0.01%	821

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 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Dynamic Advisor Solutions's CG Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,681 shares — an estimated $227K sold.

Dynamic Advisor Solutions first reported a position in CG in Q4 2023 and held it in 10 quarters. The position peaked at $302K in Q3 2025. 59 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Dynamic Advisor Solutions reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,681 Carlyle Group shares in Q2 2026, an estimated $227K.
Dynamic Advisor Solutions first reported a position in Carlyle Group in Q4 2023 and held it in 10 quarters.
Dynamic Advisor Solutions's Carlyle Group position peaked at $302K in Q3 2025.
59 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.