HH
CG icon

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
Q2 		$949K Sell
22,531
-3,339
-13% -$157K 0.07% 269
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 $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 $3.37T AUM 44.26% 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 $33.3B AUM 44.76% 1-Year Est. Return

Hilltop Holdings's CG Position: Q2 2026 in Review

Hilltop Holdings reduced its Carlyle Group (CG) stake by 13% in Q2 2026, selling an estimated $157K and leaving 22,531 shares worth $949K. The position accounts for 0.07% of the portfolio, ranked #269.

Hilltop Holdings first reported a position in CG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.26M in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Hilltop Holdings held 22,531 shares of Carlyle Group worth $949K as of Q2 2026.
  • Hilltop Holdings sold 3,339 Carlyle Group shares in Q2 2026, an estimated $157K.
  • Carlyle Group made up 0.07% of Hilltop Holdings's portfolio in Q2 2026, its #269 holding.
  • Hilltop Holdings first reported a position in Carlyle Group in Q2 2023 and has held it in 13 quarters since.
  • Hilltop Holdings's Carlyle Group position peaked at $2.26M in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.