JF
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Jump Financial’s Carlyle Group CG Stock Holding History

Jump Financial’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
-4,873
Closed -$288K – 1952
2025
Q4 		$288K Buy
+4,873
New +$277K ﹤0.01% 1584
2024
Q4 		– Sell
-31,759
Closed -$1.37M – 1688
2024
Q3 		$1.37M Buy
+31,759
New +$1.33M 0.03% 664
2022
Q3 		– Sell
-15,200
Closed -$481K – 1629
2022
Q2 		$481K Buy
+15,200
New +$582K 0.02% 869
2021
Q1 		– Sell
-8,563
Closed -$269K – 977
2020
Q4 		$269K Sell
8,563
-5,481
-39% -$154K 0.05% 641
2020
Q3 		$347K Buy
+14,044
New +$379K 0.07% 445

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Jump Financial's CG Position: Q1 2026 in Review

Jump Financial sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 4,873 shares — an estimated $288K sold.

Jump Financial first reported a position in CG in Q3 2020 and held it in 5 quarters. The position peaked at $1.37M in Q3 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Jump Financial reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 4,873 Carlyle Group shares in Q1 2026, an estimated $288K.
  • Jump Financial first reported a position in Carlyle Group in Q3 2020 and held it in 5 quarters.
  • Jump Financial's Carlyle Group position peaked at $1.37M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.