HFS
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Hantz Financial Services’s Carlyle Group CG Stock Holding History

Hantz Financial Services’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 		$389K Buy
8,046
+2,987
+59% +$165K 0.01% 747
2025
Q4 		$299K Buy
5,059
+2,227
+79% +$127K ﹤0.01% 718
2025
Q3 		$178K Buy
2,832
+1,129
+66% +$70.5K ﹤0.01% 772
2025
Q2 		$88K Buy
1,703
+1,639
+2,561% +$70.6K ﹤0.01% 795
2025
Q1 		$3K Buy
+64
New +$3.17K ﹤0.01% 1269

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

Hantz Financial Services's CG Position: Q1 2026 in Review

Hantz Financial Services increased its Carlyle Group (CG) stake by 59% in Q1 2026, buying an estimated $165K and bringing the position to 8,046 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #747.

Hantz Financial Services first reported a position in CG in Q1 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Hantz Financial Services held 8,046 shares of Carlyle Group worth $389K as of Q1 2026.
  • Hantz Financial Services bought 2,987 Carlyle Group shares in Q1 2026, an estimated $165K.
  • Carlyle Group made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #747 holding.
  • Hantz Financial Services first reported a position in Carlyle Group in Q1 2025 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.