KF
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Krilogy Financial’s Carlyle Group CG Stock Holding History

Krilogy 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 		$240K Buy
5,698
+998
+21% +$46.9K 0.01% 903
2026
Q1 		$241K Buy
+4,700
New +$259K 0.01% 822

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Krilogy Financial's CG Position: Q2 2026 in Review

Krilogy Financial increased its Carlyle Group (CG) stake by 21% in Q2 2026, buying an estimated $46.9K and bringing the position to 5,698 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #903.

Krilogy Financial first reported a position in CG in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Krilogy Financial held 5,698 shares of Carlyle Group worth $240K as of Q2 2026.
  • Krilogy Financial bought 998 Carlyle Group shares in Q2 2026, an estimated $46.9K.
  • Carlyle Group made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #903 holding.
  • Krilogy Financial first reported a position in Carlyle Group in Q1 2026 and has held it in 2 quarters since.
  • Krilogy Financial's Carlyle Group position peaked at $241K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.