Pictet North America Advisors’s Carlyle Group CG Stock Holding History

Pictet North America 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	$251K	Hold	5,950	–	–	0.02%	146
2026 Q1	$288K	Hold	5,950	–	–	0.03%	141
2025 Q4	$352K	Hold	5,950	–	–	0.03%	132
2025 Q3	$373K	Hold	5,950	–	–	0.03%	120
2025 Q2	$306K	Hold	5,950	–	–	0.03%	126
2025 Q1	$259K	Hold	5,950	–	–	0.03%	128
2024 Q4	$300K	Hold	5,950	–	–	0.03%	130
2024 Q3	$256K	Hold	5,950	–	–	0.03%	130
2024 Q2	$239K	Hold	5,950	–	–	0.03%	131
2024 Q1	$279K	Hold	5,950	–	–	0.03%	132
2023 Q4	$242K	Buy	+5,950	New	+$196K	0.03%	124

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Pictet North America Advisors's CG Position: Q2 2026 in Review

Pictet North America Advisors held its Carlyle Group (CG) position steady in Q2 2026 at 5,950 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #146.

Pictet North America Advisors first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q3 2025. 141 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Pictet North America Advisors held 5,950 shares of Carlyle Group worth $251K as of Q2 2026.
Pictet North America Advisors left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up 0.02% of Pictet North America Advisors's portfolio in Q2 2026, its #146 holding.
Pictet North America Advisors first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
Pictet North America Advisors's Carlyle Group position peaked at $373K in Q3 2025.
141 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.