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Fiduciary Group’s Carlyle Group CG Stock Holding History

Fiduciary Group’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
Q1 		$443K Buy
9,164
+164
+2% +$9.04K 0.04% 223
2025
Q4 		$532K Hold
9,000
– – 0.04% 200
2025
Q3 		$564K Hold
9,000
– – 0.05% 196
2025
Q2 		$463K Hold
9,000
– – 0.04% 204
2025
Q1 		$392K Buy
9,000
+200
+2% +$9.92K 0.04% 209
2024
Q4 		$444K Buy
8,800
+300
+4% +$15.2K 0.04% 201
2024
Q3 		$366K Hold
8,500
– – 0.04% 221
2024
Q2 		$341K Buy
8,500
+100
+1% +$4.32K 0.04% 220
2024
Q1 		$394K Hold
8,400
– – 0.04% 208
2023
Q4 		$342K Hold
8,400
– – 0.04% 212
2023
Q3 		$253K Buy
8,400
+100
+1% +$3.22K 0.03% 220
2023
Q2 		$265K Hold
8,300
– – 0.03% 217
2023
Q1 		$258K Hold
8,300
– – 0.03% 215
2022
Q4 		$248K Hold
8,300
– – 0.03% 207
2022
Q3 		$244K Buy
8,300
+200
+2% +$6.58K 0.03% 214
2022
Q2 		$278K Hold
8,100
– – 0.03% 206
2022
Q1 		$287K Hold
8,100
– – 0.04% 188
2021
Q4 		$445K Buy
8,100
+100
+1% +$5.45K 0.05% 166
2021
Q3 		$450K Buy
8,000
+300
+4% +$14.4K 0.05% 163
2021
Q2 		$372K Hold
7,700
– – 0.04% 178
2021
Q1 		$328K Hold
7,700
– – 0.04% 181
2020
Q4 		$286K Buy
+7,700
New +$217K 0.04% 185
2020
Q3 		– Sell
-7,700
Closed -$215K – 208
2020
Q2 		$215K Buy
+7,700
New +$198K 0.04% 187
2020
Q1 		– Sell
-7,000
Closed -$225K – 180
2019
Q4 		$225K Buy
+7,000
New +$198K 0.04% 183

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fiduciary Group's CG Position: Q1 2026 in Review

Fiduciary Group increased its Carlyle Group (CG) stake by 1.8% in Q1 2026, buying an estimated $9.04K and bringing the position to 9,164 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #223.

Fiduciary Group first reported a position in CG in Q4 2019 and has held it in 24 quarters since. The position peaked at $564K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Fiduciary Group held 9,164 shares of Carlyle Group worth $443K as of Q1 2026.
  • Fiduciary Group bought 164 Carlyle Group shares in Q1 2026, an estimated $9.04K.
  • Carlyle Group made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #223 holding.
  • Fiduciary Group first reported a position in Carlyle Group in Q4 2019 and has held it in 24 quarters since.
  • Fiduciary Group's Carlyle Group position peaked at $564K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.