Hughes Financial Services’s Carlyle Group CG Stock Holding History

Hughes 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 Q2	$1.47K	Buy	35 +5	+17%	+$235	﹤0.01%	831
2026 Q1	$1.45K	Buy	30 +2	+7%	+$110	﹤0.01%	684
2025 Q4	$1.66K	Hold	28	–	–	﹤0.01%	598
2025 Q3	$1.47K	Hold	28	–	–	﹤0.01%	627
2025 Q2	$1.76K	Sell	28 -20	-42%	-$862	﹤0.01%	577
2025 Q1	$2.13K	Buy	+48	New	+$2.38K	﹤0.01%	560

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 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

Hughes Financial Services's CG Position: Q2 2026 in Review

Hughes Financial Services increased its Carlyle Group (CG) stake by 17% in Q2 2026, buying an estimated $235 and bringing the position to 35 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Hughes Financial Services first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13K in Q1 2025. 118 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Hughes Financial Services held 35 shares of Carlyle Group worth $1.47K as of Q2 2026.
Hughes Financial Services bought 5 Carlyle Group shares in Q2 2026, an estimated $235.
Carlyle Group made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #831 holding.
Hughes Financial Services first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Carlyle Group position peaked at $2.13K in Q1 2025.
118 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.