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Legacy Financial Advisors’s Carlyle Group CG Stock Holding History

Legacy Financial Advisors’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 		$552K Buy
13,102
+100
+0.8% +$4.7K 0.07% 230
2026
Q1 		$629K Buy
13,002
+1,319
+11% +$72.7K 0.09% 191
2025
Q4 		$691K Buy
11,683
+1,329
+13% +$75.5K 0.1% 179
2025
Q3 		$649K Buy
10,354
+927
+10% +$57.9K 0.09% 198
2025
Q2 		$485K Buy
+9,427
New +$406K 0.08% 208

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

Legacy Financial Advisors's CG Position: Q2 2026 in Review

Legacy Financial Advisors increased its Carlyle Group (CG) stake by 0.77% in Q2 2026, buying an estimated $4.7K and bringing the position to 13,102 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #230.

Legacy Financial Advisors first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $691K in Q4 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Legacy Financial Advisors held 13,102 shares of Carlyle Group worth $552K as of Q2 2026.
  • Legacy Financial Advisors bought 100 Carlyle Group shares in Q2 2026, an estimated $4.7K.
  • Carlyle Group made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #230 holding.
  • Legacy Financial Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
  • Legacy Financial Advisors's Carlyle Group position peaked at $691K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.