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
Q1 		$241K Buy
+4,700
New +$259K 0.01% 822

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

Krilogy Financial's CG Position: Q1 2026 in Review

Krilogy Financial opened a new position in Carlyle Group (CG) in Q1 2026: 4,700 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Krilogy Financial held 4,700 shares of Carlyle Group worth $241K as of Q1 2026.
  • Carlyle Group was a new Krilogy Financial position in Q1 2026.
  • Carlyle Group made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #822 holding.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.