First Pacific Financial’s Carlyle Group CG Stock Holding History

First Pacific Financial’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
2025 Q4	–	Sell	-7	Closed	-$439	–	507
2025 Q3	$439	Buy	+7	New	+$437	﹤0.01%	479

Other funds holding CG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

First Pacific Financial's CG Position: Q4 2025 in Review

First Pacific Financial sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 7 shares — an estimated $439 sold.

First Pacific Financial first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $439 in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

First Pacific Financial reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
First Pacific Financial sold 7 Carlyle Group shares in Q4 2025, an estimated $439.
First Pacific Financial first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
First Pacific Financial's Carlyle Group position peaked at $439 in Q3 2025.
628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on First Pacific Financial's 13F filing for Q4 2025, filed 16 Jan 2026.