Johnson Financial Group Inc (Wisconsin)’s Carlyle Group CG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-20	Closed	-$1.18K	–	909
2025 Q4	$1.18K	Hold	20	–	–	﹤0.01%	878
2025 Q3	$1.25K	Buy	+20	New	+$1.25K	﹤0.01%	991
2025 Q2	–	Sell	-951	Closed	-$41.5K	–	739
2025 Q1	$41.5K	Hold	951	–	–	﹤0.01%	648
2024 Q4	$53.4K	Buy	+951	New	+$48.2K	﹤0.01%	484
2023 Q4	–	Sell	-167	Closed	-$5.04K	–	938
2023 Q3	$5.04K	Sell	167 -342	-67%	-$11K	﹤0.01%	563
2023 Q2	$16.3K	Buy	509 +261	+105%	+$7.63K	﹤0.01%	511
2023 Q1	$7.7K	Buy	248 +29	+13%	+$968	﹤0.01%	535
2022 Q4	$6.54K	Hold	219	–	–	﹤0.01%	523
2022 Q3	$6K	Buy	+219	New	+$7.21K	﹤0.01%	520

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 20 shares — an estimated $1.18K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CG in Q3 2022 and held it in 9 quarters. The position peaked at $53.4K in Q4 2024. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 20 Carlyle Group shares in Q1 2026, an estimated $1.18K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Carlyle Group in Q3 2022 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Carlyle Group position peaked at $53.4K in Q4 2024.
605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.