HH
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Hilltop Holdings’s Carlyle Group CG Stock Holding History

Hilltop Holdings’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 		$1.25M Sell
25,870
-10,426
-29% -$575K 0.11% 197
2025
Q4 		$2.15M Buy
36,296
+245
+0.7% +$13.9K 0.13% 186
2025
Q3 		$2.26M Sell
36,051
-1,646
-4% -$103K 0.12% 189
2025
Q2 		$1.94M Sell
37,697
-754
-2% -$32.5K 0.12% 191
2025
Q1 		$1.68M Sell
38,451
-12
-0% -$595 0.11% 214
2024
Q4 		$1.94M Sell
38,463
-3,708
-9% -$188K 0.12% 188
2024
Q3 		$1.82M Buy
42,171
+17,544
+71% +$736K 0.12% 202
2024
Q2 		$989K Buy
24,627
+3,398
+16% +$147K 0.11% 226
2024
Q1 		$996K Buy
21,229
+1,221
+6% +$52.8K 0.1% 231
2023
Q4 		$814K Buy
20,008
+1,588
+9% +$52.3K 0.09% 254
2023
Q3 		$556K Buy
18,420
+781
+4% +$25.2K 0.06% 320
2023
Q2 		$564K Buy
+17,639
New +$515K 0.07% 292

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

Hilltop Holdings's CG Position: Q1 2026 in Review

Hilltop Holdings reduced its Carlyle Group (CG) stake by 29% in Q1 2026, selling an estimated $575K and leaving 25,870 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #197.

Hilltop Holdings first reported a position in CG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.26M in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Hilltop Holdings held 25,870 shares of Carlyle Group worth $1.25M as of Q1 2026.
  • Hilltop Holdings sold 10,426 Carlyle Group shares in Q1 2026, an estimated $575K.
  • Carlyle Group made up 0.11% of Hilltop Holdings's portfolio in Q1 2026, its #197 holding.
  • Hilltop Holdings first reported a position in Carlyle Group in Q2 2023 and has held it in 12 quarters since.
  • Hilltop Holdings's Carlyle Group position peaked at $2.26M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.