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Independent Financial Group’s Carlyle Group CG Stock Holding History

Independent Financial Group’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 		– Sell
-5,750
Closed -$278K – 1563
2026
Q1 		$278K Sell
5,750
-1,800
-24% -$99.3K 0.01% 1200
2025
Q4 		$446K Buy
+7,550
New +$429K 0.01% 958

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Independent Financial Group's CG Position: Q2 2026 in Review

Independent Financial Group sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 5,750 shares — an estimated $278K sold.

Independent Financial Group first reported a position in CG in Q4 2025 and held it in 2 quarters. The position peaked at $446K in Q4 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Independent Financial Group reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,750 Carlyle Group shares in Q2 2026, an estimated $278K.
  • Independent Financial Group first reported a position in Carlyle Group in Q4 2025 and held it in 2 quarters.
  • Independent Financial Group's Carlyle Group position peaked at $446K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.