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 Q2	$11.7M	Buy	+277,294	New	+$13M	0.09%	238
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 New York $6.73T AUM 46.02% 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

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Jump Financial's CG Position: Q2 2026 in Review

Jump Financial opened a new position in Carlyle Group (CG) in Q2 2026: 277,294 shares worth $11.7M. The stake represents 0.09% of the portfolio and ranks #238 among its holdings. This is a return to the name: Jump Financial previously reported a position in CG as recently as Q4 2025.

Jump Financial first reported a position in CG in Q3 2020 and has held it in 6 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Jump Financial held 277,294 shares of Carlyle Group worth $11.7M as of Q2 2026.
Carlyle Group was a new Jump Financial position in Q2 2026.
Carlyle Group made up 0.09% of Jump Financial's portfolio in Q2 2026, its #238 holding.
Jump Financial first reported a position in Carlyle Group in Q3 2020 and has held it in 6 quarters since.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.