KFI
CG icon

Key Financial Inc’s Carlyle Group CG Stock Holding History

Key Financial Inc’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
2025
Q2 		– Sell
-112
Closed -$4.89K – 1439
2025
Q1 		$4.89K Hold
112
– – ﹤0.01% 1001
2024
Q4 		$5.67K Hold
112
– – ﹤0.01% 956
2024
Q3 		$4.83K Buy
+112
New +$4.7K ﹤0.01% 984
2024
Q2 		– Sell
-112
Closed -$5.26K – 1348
2024
Q1 		$5.26K Hold
112
– – ﹤0.01% 925
2023
Q4 		$4.57K Buy
+112
New +$3.69K ﹤0.01% 960

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Key Financial Inc's CG Position: Q2 2025 in Review

Key Financial Inc sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 112 shares — an estimated $4.89K sold.

Key Financial Inc first reported a position in CG in Q4 2023 and held it in 5 quarters. The position peaked at $5.67K in Q4 2024. 573 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • Key Financial Inc reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 112 Carlyle Group shares in Q2 2025, an estimated $4.89K.
  • Key Financial Inc first reported a position in Carlyle Group in Q4 2023 and held it in 5 quarters.
  • Key Financial Inc's Carlyle Group position peaked at $5.67K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.