EFG International’s Carlyle Group CG Stock Holding History

EFG International’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	$16.8K	Buy	398 +118	+42%	+$5.54K	﹤0.01%	916
2026 Q1	$13.5K	Buy	+280	New	+$15.4K	﹤0.01%	887

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EFG International's CG Position: Q2 2026 in Review

EFG International increased its Carlyle Group (CG) stake by 42% in Q2 2026, buying an estimated $5.54K and bringing the position to 398 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

EFG International first reported a position in CG in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

EFG International held 398 shares of Carlyle Group worth $16.8K as of Q2 2026.
EFG International bought 118 Carlyle Group shares in Q2 2026, an estimated $5.54K.
Carlyle Group made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #916 holding.
EFG International first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.