LifeSteps Financial’s Carlyle Group CG Stock Holding History

LifeSteps 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	$10.6K	Buy	+251	New	+$11.8K	﹤0.01%	401

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LifeSteps Financial's CG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Carlyle Group (CG) in Q2 2026: 251 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

195 funds tracked by Wall St. Rank hold CG as of Q2 2026.

LifeSteps Financial held 251 shares of Carlyle Group worth $10.6K as of Q2 2026.
Carlyle Group was a new LifeSteps Financial position in Q2 2026.
Carlyle Group made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #401 holding.
195 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.