PCA
CG icon

Pallas Capital Advisors’s Carlyle Group CG Stock Holding History

Pallas Capital 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
Q1 		$297K Buy
6,129
+86
+1% +$4.74K 0.01% 644
2025
Q4 		$357K Buy
6,043
+21
+0.3% +$1.19K 0.01% 629
2025
Q3 		$378K Buy
6,022
+22
+0.4% +$1.37K 0.01% 606
2025
Q2 		$308K Buy
+6,000
New +$258K 0.01% 639

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pallas Capital Advisors's CG Position: Q1 2026 in Review

Pallas Capital Advisors increased its Carlyle Group (CG) stake by 1.4% in Q1 2026, buying an estimated $4.74K and bringing the position to 6,129 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #644.

Pallas Capital Advisors first reported a position in CG in Q2 2025 and has held it in 4 quarters since. The position peaked at $378K in Q3 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Pallas Capital Advisors held 6,129 shares of Carlyle Group worth $297K as of Q1 2026.
  • Pallas Capital Advisors bought 86 Carlyle Group shares in Q1 2026, an estimated $4.74K.
  • Carlyle Group made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #644 holding.
  • Pallas Capital Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Carlyle Group position peaked at $378K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.