FFA
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Farther Finance Advisors’s Carlyle Group CG Stock Holding History

Farther Finance Advisors’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 		$421K Buy
10,615
+2,500
+31% +$113K ﹤0.01% 1717
2026
Q2 		$341K Buy
8,115
+2,900
+56% +$136K ﹤0.01% 1855
2026
Q1 		$247K Buy
5,215
+629
+14% +$34.7K ﹤0.01% 1869
2025
Q4 		$271K Buy
4,586
+2,797
+156% +$159K ﹤0.01% 1715
2025
Q3 		$112K Buy
1,789
+639
+56% +$39.9K ﹤0.01% 1975
2025
Q2 		$59.1K Buy
1,150
+177
+18% +$7.62K ﹤0.01% 2052
2025
Q1 		$43.1K Buy
973
+525
+117% +$26K ﹤0.01% 1974
2024
Q4 		$22.6K Sell
448
-81
-15% -$4.11K ﹤0.01% 2033
2024
Q3 		$22.8K Buy
529
+38
+8% +$1.59K ﹤0.01% 2028
2024
Q2 		$19.4K Sell
491
-104
-17% -$4.49K ﹤0.01% 1784
2024
Q1 		$27.6K Sell
595
-7
-1% -$303 ﹤0.01% 1394
2023
Q4 		$24.5K Buy
602
+398
+195% +$13.1K ﹤0.01% 1276
2023
Q3 		$6.15K Buy
204
+157
+334% +$5.06K ﹤0.01% 1454
2023
Q2 		$1.5K Hold
47
– – ﹤0.01% 1856
2023
Q1 		$1.46K Buy
47
+6
+15% +$200 ﹤0.01% 1744
2022
Q4 		$1.22K Buy
+41
New +$1.17K ﹤0.01% 1599

Other funds holding CG

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's CG Position: Q3 2026 in Review

Farther Finance Advisors increased its Carlyle Group (CG) stake by 31% in Q3 2026, buying an estimated $113K and bringing the position to 10,615 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Farther Finance Advisors first reported a position in CG in Q4 2022 and has held it in 16 quarters since. 16 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Farther Finance Advisors held 10,615 shares of Carlyle Group worth $421K as of Q3 2026.
  • Farther Finance Advisors bought 2,500 Carlyle Group shares in Q3 2026, an estimated $113K.
  • Carlyle Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1717 holding.
  • Farther Finance Advisors first reported a position in Carlyle Group in Q4 2022 and has held it in 16 quarters since.
  • 16 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.