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JNBA Financial Advisors’s Carlyle Group CG Stock Holding History

JNBA Financial 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
Q2 		$1.47K Hold
35
– – ﹤0.01% 743
2026
Q1 		$1.69K Hold
35
– – ﹤0.01% 751
2025
Q4 		$2.07K Buy
+35
New +$1.99K ﹤0.01% 669

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

JNBA Financial Advisors's CG Position: Q2 2026 in Review

JNBA Financial Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 35 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

JNBA Financial Advisors first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07K in Q4 2025. 284 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • JNBA Financial Advisors held 35 shares of Carlyle Group worth $1.47K as of Q2 2026.
  • JNBA Financial Advisors left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #743 holding.
  • JNBA Financial Advisors first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Carlyle Group position peaked at $2.07K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.