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
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

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Farther Finance Advisors's CG Position: Q2 2026 in Review

Farther Finance Advisors increased its Carlyle Group (CG) stake by 56% in Q2 2026, buying an estimated $136K and bringing the position to 8,115 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Farther Finance Advisors first reported a position in CG in Q4 2022 and has held it in 15 quarters since. 59 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Farther Finance Advisors held 8,115 shares of Carlyle Group worth $341K as of Q2 2026.
  • Farther Finance Advisors bought 2,900 Carlyle Group shares in Q2 2026, an estimated $136K.
  • Carlyle Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1855 holding.
  • Farther Finance Advisors first reported a position in Carlyle Group in Q4 2022 and has held it in 15 quarters since.
  • 59 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.