MML Investors Services
CG icon

MML Investors Services’s Carlyle Group CG Stock Holding History

MML Investors Services’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 		$1.33M Buy
31,479
+6,850
+28% +$322K ﹤0.01% 1832
2026
Q1 		$1.19M Sell
24,629
-8,103
-25% -$447K ﹤0.01% 1659
2025
Q4 		$1.93M Buy
32,732
+1,351
+4% +$76.8K ﹤0.01% 1394
2025
Q3 		$1.97M Buy
31,381
+1,109
+4% +$69.3K 0.01% 1331
2025
Q2 		$1.56M Buy
30,272
+3,454
+13% +$149K ﹤0.01% 1397
2025
Q1 		$1.17M Buy
26,818
+721
+3% +$35.8K ﹤0.01% 1477
2024
Q4 		$1.32M Buy
26,097
+9,012
+53% +$457K ﹤0.01% 1352
2024
Q3 		$736K Buy
17,085
+1,688
+11% +$70.8K ﹤0.01% 1626
2024
Q2 		$618K Sell
15,397
-2,345
-13% -$101K ﹤0.01% 1652
2024
Q1 		$832K Buy
17,742
+734
+4% +$31.7K ﹤0.01% 1514
2023
Q4 		$692K Buy
17,008
+3,308
+24% +$109K ﹤0.01% 1567
2023
Q3 		$413K Buy
13,700
+1,548
+13% +$49.9K ﹤0.01% 1737
2023
Q2 		$388K Buy
12,152
+3,200
+36% +$93.5K ﹤0.01% 1781
2023
Q1 		$278K Buy
+8,952
New +$299K ﹤0.01% 1714
2022
Q3 		– Sell
-12,598
Closed -$399K – 2082
2022
Q2 		$399K Buy
12,598
+2,036
+19% +$78K ﹤0.01% 1524
2022
Q1 		$517K Buy
+10,562
New +$505K ﹤0.01% 1428

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

MML Investors Services's CG Position: Q2 2026 in Review

MML Investors Services increased its Carlyle Group (CG) stake by 28% in Q2 2026, buying an estimated $322K and bringing the position to 31,479 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

MML Investors Services first reported a position in CG in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.97M in Q3 2025. 312 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • MML Investors Services held 31,479 shares of Carlyle Group worth $1.33M as of Q2 2026.
  • MML Investors Services bought 6,850 Carlyle Group shares in Q2 2026, an estimated $322K.
  • Carlyle Group made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1832 holding.
  • MML Investors Services first reported a position in Carlyle Group in Q1 2022 and has held it in 16 quarters since.
  • MML Investors Services's Carlyle Group position peaked at $1.97M in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.