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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
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 $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 $315B AUM 27.84% 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

Legacy Financial Advisors's CG Position: Q1 2026 in Review

Legacy Financial Advisors increased its Carlyle Group (CG) stake by 11% in Q1 2026, buying an estimated $72.7K and bringing the position to 13,002 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #191.

Legacy Financial Advisors first reported a position in CG in Q2 2025 and has held it in 4 quarters since. The position peaked at $691K in Q4 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Legacy Financial Advisors held 13,002 shares of Carlyle Group worth $629K as of Q1 2026.
  • Legacy Financial Advisors bought 1,319 Carlyle Group shares in Q1 2026, an estimated $72.7K.
  • Carlyle Group made up 0.09% of Legacy Financial Advisors's portfolio in Q1 2026, its #191 holding.
  • Legacy Financial Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Carlyle Group position peaked at $691K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.