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Gateway Investment Advisers’s Carlyle Group CG Stock Holding History

Gateway Investment Advisers’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 		$1.68M Buy
+39,812
New +$1.87M 0.02% 323

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Gateway Investment Advisers's CG Position: Q2 2026 in Review

Gateway Investment Advisers opened a new position in Carlyle Group (CG) in Q2 2026: 39,812 shares worth $1.68M. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

128 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Gateway Investment Advisers held 39,812 shares of Carlyle Group worth $1.68M as of Q2 2026.
  • Carlyle Group was a new Gateway Investment Advisers position in Q2 2026.
  • Carlyle Group made up 0.02% of Gateway Investment Advisers's portfolio in Q2 2026, its #323 holding.
  • 128 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.