Merit Financial Group’s Carlyle Group CG Stock Holding History

Merit Financial Group’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	$330K	Buy	7,827 +810	+12%	+$38K	﹤0.01%	1755
2026 Q1	$340K	Buy	7,017 +3,178	+83%	+$175K	﹤0.01%	1585
2025 Q4	$227K	Buy	3,839 +444	+13%	+$25.2K	﹤0.01%	1745
2025 Q3	$213K	Sell	3,395 -851	-20%	-$53.2K	﹤0.01%	1644
2025 Q2	$218K	Buy	+4,246	New	+$183K	﹤0.01%	1508

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 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

SIS

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Merit Financial Group's CG Position: Q2 2026 in Review

Merit Financial Group increased its Carlyle Group (CG) stake by 12% in Q2 2026, buying an estimated $38K and bringing the position to 7,827 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Merit Financial Group first reported a position in CG in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q1 2026. 90 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Merit Financial Group held 7,827 shares of Carlyle Group worth $330K as of Q2 2026.
Merit Financial Group bought 810 Carlyle Group shares in Q2 2026, an estimated $38K.
Carlyle Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1755 holding.
Merit Financial Group first reported a position in Carlyle Group in Q2 2025 and has held it in 5 quarters since.
Merit Financial Group's Carlyle Group position peaked at $340K in Q1 2026.
90 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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