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Onyx Bridge Wealth Group’s Carlyle Group CG Stock Holding History

Onyx Bridge Wealth 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 		$1.05M Buy
24,969
+17
+0.1% +$798 0.09% 149
2026
Q1 		$1.21M Hold
24,952
– – 0.13% 132
2025
Q4 		$1.47M Buy
24,952
+1
+0% +$57 0.16% 114
2025
Q3 		$1.56M Buy
+24,951
New +$1.56M 0.17% 103

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Retirement Systems of Alabama
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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Onyx Bridge Wealth Group's CG Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Carlyle Group (CG) stake by 0.07% in Q2 2026, buying an estimated $798 and bringing the position to 24,969 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #149.

Onyx Bridge Wealth Group first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q3 2025. 161 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Onyx Bridge Wealth Group held 24,969 shares of Carlyle Group worth $1.05M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 17 Carlyle Group shares in Q2 2026, an estimated $798.
  • Carlyle Group made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #149 holding.
  • Onyx Bridge Wealth Group first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's Carlyle Group position peaked at $1.56M in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.