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IFM Investors’s Carlyle Group CG Stock Holding History

IFM Investors’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 		$2.61M Buy
61,919
+12,311
+25% +$578K 0.02% 517
2026
Q1 		$2.4M Buy
49,608
+5,463
+12% +$301K 0.02% 513
2025
Q4 		$2.61M Sell
44,145
-4,445
-9% -$253K 0.02% 489
2025
Q3 		$3.11M Hold
48,590
– – 0.03% 456
2025
Q2 		$2.5M Buy
48,590
+2,645
+6% +$114K 0.02% 476
2025
Q1 		$2M Hold
45,945
– – 0.02% 506
2024
Q4 		$2.32M Sell
45,945
-884
-2% -$44.8K 0.02% 496
2024
Q3 		$2.02M Hold
46,829
– – 0.02% 528
2024
Q2 		$1.88M Hold
46,829
– – 0.02% 533
2024
Q1 		$2.2M Buy
46,829
+293
+0.6% +$12.7K 0.02% 509
2023
Q4 		$1.89M Sell
46,536
-2,995
-6% -$98.6K 0.02% 506
2023
Q3 		$1.49M Hold
49,531
– – 0.02% 559
2023
Q2 		$1.58M Buy
49,531
+3,509
+8% +$103K 0.02% 550
2023
Q1 		$1.43M Sell
46,022
-1,363
-3% -$45.5K 0.02% 552
2022
Q4 		$1.41M Buy
47,385
+5,250
+12% +$150K 0.02% 536
2022
Q3 		$1.09M Buy
42,135
+8,570
+26% +$282K 0.02% 555
2022
Q2 		$1.06M Buy
33,565
+11,325
+51% +$434K 0.02% 567
2022
Q1 		$1.09M Buy
22,240
+3,769
+20% +$180K 0.02% 580
2021
Q4 		$1.01M Buy
18,471
+878
+5% +$47.8K 0.02% 575
2021
Q3 		$832K Hold
17,593
– – 0.02% 569
2021
Q2 		$818K Hold
17,593
– – 0.02% 587
2021
Q1 		$647K Buy
17,593
+1,967
+13% +$69K 0.02% 588
2020
Q4 		$491K Buy
15,626
+5,073
+48% +$143K 0.02% 588
2020
Q3 		$260K Buy
10,553
+608
+6% +$16.4K 0.01% 594
2020
Q2 		$277K Buy
+9,945
New +$255K 0.01% 585

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

IFM Investors's CG Position: Q2 2026 in Review

IFM Investors increased its Carlyle Group (CG) stake by 25% in Q2 2026, buying an estimated $578K and bringing the position to 61,919 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #517.

IFM Investors first reported a position in CG in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.11M in Q3 2025. 128 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • IFM Investors held 61,919 shares of Carlyle Group worth $2.61M as of Q2 2026.
  • IFM Investors bought 12,311 Carlyle Group shares in Q2 2026, an estimated $578K.
  • Carlyle Group made up 0.02% of IFM Investors's portfolio in Q2 2026, its #517 holding.
  • IFM Investors first reported a position in Carlyle Group in Q2 2020 and has held it in 25 quarters since.
  • IFM Investors's Carlyle Group position peaked at $3.11M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.