KFAS
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Keating Financial Advisory Services’s Carlyle Group CG Stock Holding History

Keating Financial Advisory Services’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 		$58K Buy
1,378
+126
+10% +$5.92K 0.01% 638
2026
Q1 		$60.6K Sell
1,252
-31
-2% -$1.71K 0.01% 577
2025
Q4 		$75.8K Buy
+1,283
New +$72.9K 0.01% 568

Other funds holding CG

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Keating Financial Advisory Services's CG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Carlyle Group (CG) stake by 10% in Q2 2026, buying an estimated $5.92K and bringing the position to 1,378 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #638.

Keating Financial Advisory Services first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.8K in Q4 2025. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Keating Financial Advisory Services held 1,378 shares of Carlyle Group worth $58K as of Q2 2026.
  • Keating Financial Advisory Services bought 126 Carlyle Group shares in Q2 2026, an estimated $5.92K.
  • Carlyle Group made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #638 holding.
  • Keating Financial Advisory Services first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Carlyle Group position peaked at $75.8K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.