IFS Advisors’s Carlyle Group CG Stock Holding History

IFS Advisors’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 Q3	$958	Buy	24 +1	+4%	+$45	﹤0.01%	429
2026 Q2	$1.01K	Hold	23	–	–	﹤0.01%	198
2026 Q1	$1.15K	Hold	23	–	–	﹤0.01%	192
2025 Q4	$1.4K	Hold	23	–	–	﹤0.01%	165
2025 Q3	$1.47K	Hold	23	–	–	﹤0.01%	154
2025 Q2	$1.2K	Hold	23	–	–	﹤0.01%	150
2025 Q1	$1.01K	Hold	23	–	–	﹤0.01%	178
2024 Q4	$1.16K	Buy	23 +1	+5%	+$51	﹤0.01%	163
2024 Q3	$985	Hold	22	–	–	﹤0.01%	135
2024 Q2	$910	Hold	22	–	–	﹤0.01%	134
2024 Q1	$1.06K	Hold	22	–	–	﹤0.01%	129
2023 Q4	$908	Hold	22	–	–	﹤0.01%	126
2023 Q3	$666	Buy	22 +1	+5%	+$32	﹤0.01%	126
2023 Q2	$697	Hold	21	–	–	﹤0.01%	129
2023 Q1	$669	Hold	21	–	–	﹤0.01%	107
2022 Q4	$637	Hold	21	–	–	﹤0.01%	114
2022 Q3	$0	Buy	21 +1	+5%	+$33	﹤0.01%	106
2022 Q2	$0	Hold	20	–	–	﹤0.01%	105
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	98
2021 Q4	$1K	Buy	+20	New	+$1.09K	﹤0.01%	106
2021 Q1	–	Sell	-20	Closed	–	–	45
2020 Q4	$0	Buy	+20	New	+$563	﹤0.01%	167

Other funds holding CG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFS Advisors's CG Position: Q3 2026 in Review

IFS Advisors increased its Carlyle Group (CG) stake by 4.3% in Q3 2026, buying an estimated $45 and bringing the position to 24 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #429.

IFS Advisors first reported a position in CG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.47K in Q3 2025. 117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

IFS Advisors held 24 shares of Carlyle Group worth $958 as of Q3 2026.
IFS Advisors bought 1 Carlyle Group share in Q3 2026, an estimated $45.
Carlyle Group made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #429 holding.
IFS Advisors first reported a position in Carlyle Group in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Carlyle Group position peaked at $1.47K in Q3 2025.
117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.