Nisa Investment Advisors
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Nisa Investment Advisors’s Carlyle Group CG Stock Holding History

Nisa Investment 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 		$131K Buy
3,104
+506
+19% +$23.8K ﹤0.01% 1423
2026
Q1 		$126K Sell
2,598
-845
-25% -$46.6K ﹤0.01% 1352
2025
Q4 		$204K Buy
3,443
+3,002
+681% +$171K ﹤0.01% 1229
2025
Q3 		$27.7K Hold
441
– – ﹤0.01% 1846
2025
Q2 		$22.7K Buy
441
+281
+176% +$12.1K ﹤0.01% 1877
2025
Q1 		$6.97K Sell
160
-405
-72% -$20.1K ﹤0.01% 2181
2024
Q4 		$28.5K Buy
565
+405
+253% +$20.5K ﹤0.01% 1828
2024
Q3 		$6.89K Hold
160
– – ﹤0.01% 2162
2024
Q2 		$6.42K Buy
160
+90
+129% +$3.89K ﹤0.01% 2240
2024
Q1 		$3.28K Hold
70
– – ﹤0.01% 2164
2023
Q4 		$2.85K Sell
70
-6,130
-99% -$202K ﹤0.01% 2162
2023
Q3 		$187K Buy
+6,200
New +$200K ﹤0.01% 1323
2023
Q1 		– Sell
-3,000
Closed -$90K – 2550
2022
Q4 		$90K Buy
+3,000
New +$85.6K ﹤0.01% 1582

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

Nisa Investment Advisors's CG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Carlyle Group (CG) stake by 19% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,104 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Nisa Investment Advisors first reported a position in CG in Q4 2022 and has held it in 13 quarters since. The position peaked at $204K in Q4 2025. 312 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Nisa Investment Advisors held 3,104 shares of Carlyle Group worth $131K as of Q2 2026.
  • Nisa Investment Advisors bought 506 Carlyle Group shares in Q2 2026, an estimated $23.8K.
  • Carlyle Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1423 holding.
  • Nisa Investment Advisors first reported a position in Carlyle Group in Q4 2022 and has held it in 13 quarters since.
  • Nisa Investment Advisors's Carlyle Group position peaked at $204K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.