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Farmers & Merchants Investments Inc’s Carlyle Group CG Stock Holding History

Farmers & Merchants Investments Inc’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 		$9.26K Sell
220
-10
-4% -$470 ﹤0.01% 815
2026
Q1 		$11.1K Hold
230
– – ﹤0.01% 737
2025
Q4 		$13.6K Buy
230
+35
+18% +$1.99K ﹤0.01% 656
2025
Q3 		$12.2K Buy
195
+25
+15% +$1.56K ﹤0.01% 694
2025
Q2 		$8.74K Buy
170
+21
+14% +$905 ﹤0.01% 756
2025
Q1 		$6.5K Buy
149
+69
+86% +$3.42K ﹤0.01% 805
2024
Q4 		$4.04K Hold
80
– – ﹤0.01% 853
2024
Q3 		$3.44K Sell
80
-200
-71% -$8.39K ﹤0.01% 926
2024
Q2 		$11.2K Buy
280
+200
+250% +$8.63K ﹤0.01% 662
2024
Q1 		$3.75K Hold
80
– – ﹤0.01% 828
2023
Q4 		$3.25K Buy
+80
New +$2.63K ﹤0.01% 864

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

Farmers & Merchants Investments Inc's CG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Carlyle Group (CG) stake by 4.3% in Q2 2026, selling an estimated $470 and leaving 220 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Farmers & Merchants Investments Inc first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6K in Q4 2025. 303 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 220 shares of Carlyle Group worth $9.26K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 10 Carlyle Group shares in Q2 2026, an estimated $470.
  • Carlyle Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #815 holding.
  • Farmers & Merchants Investments Inc first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
  • Farmers & Merchants Investments Inc's Carlyle Group position peaked at $13.6K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.