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BFC Planning, Inc.’s Carlyle Group CG Stock Holding History

BFC Planning, Inc.’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 		$12.2K Sell
290
-26
-8% -$1.22K ﹤0.01% 2267
2026
Q1 		$15.3K Sell
316
-120
-28% -$6.62K ﹤0.01% 1837
2025
Q4 		$25.8K Buy
436
+130
+42% +$7.39K ﹤0.01% 1633
2025
Q3 		$19.2K Buy
306
+91
+42% +$5.68K ﹤0.01% 1601
2025
Q2 		$11.1K Buy
215
+136
+172% +$5.86K ﹤0.01% 1755
2025
Q1 		$3.44K Buy
79
+63
+394% +$3.12K ﹤0.01% 2157
2024
Q4 		$808 Buy
+16
New +$811 ﹤0.01% 2435

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

BFC Planning, Inc.'s CG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Carlyle Group (CG) stake by 8.2% in Q2 2026, selling an estimated $1.22K and leaving 290 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

BFC Planning, Inc. first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.8K in Q4 2025. 591 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • BFC Planning, Inc. held 290 shares of Carlyle Group worth $12.2K as of Q2 2026.
  • BFC Planning, Inc. sold 26 Carlyle Group shares in Q2 2026, an estimated $1.22K.
  • Carlyle Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2267 holding.
  • BFC Planning, Inc. first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Carlyle Group position peaked at $25.8K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.