FFS
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Fortress Financial Solutions’s Carlyle Group CG Stock Holding History

Fortress Financial Solutions’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
-3,285
Closed -$206K – 60
2025
Q3 		$206K Buy
+3,285
New +$205K 0.22% 56

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Fortress Financial Solutions's CG Position: Q4 2025 in Review

Fortress Financial Solutions sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 3,285 shares — an estimated $206K sold.

Fortress Financial Solutions first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Fortress Financial Solutions reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Fortress Financial Solutions sold 3,285 Carlyle Group shares in Q4 2025, an estimated $206K.
  • Fortress Financial Solutions first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
  • Fortress Financial Solutions's Carlyle Group position peaked at $206K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Fortress Financial Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.