PFO
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PMG Family Office’s Carlyle Group CG Stock Holding History

PMG Family Office’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 		– Sell
-4,481
Closed -$217K – 115
2026
Q1 		$217K Buy
4,481
+72
+2% +$3.97K 0.24% 89
2025
Q4 		$261K Hold
4,409
– – 0.3% 84
2025
Q3 		$276K Buy
+4,409
New +$275K 0.31% 86

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PMG Family Office's CG Position: Q2 2026 in Review

PMG Family Office sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,481 shares — an estimated $217K sold.

PMG Family Office first reported a position in CG in Q3 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • PMG Family Office reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • PMG Family Office sold 4,481 Carlyle Group shares in Q2 2026, an estimated $217K.
  • PMG Family Office first reported a position in Carlyle Group in Q3 2025 and held it in 3 quarters.
  • PMG Family Office's Carlyle Group position peaked at $276K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.