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Prana Capital Management’s Carlyle Group CG Stock Holding History

Prana Capital Management’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
2025
Q2 		– Sell
-120,000
Closed -$5.23M – 113
2025
Q1 		$5.23M Buy
+120,000
New +$5.95M 0.21% 64

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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 $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
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

Prana Capital Management's CG Position: Q1 2026 in Review

Prana Capital Management opened a new position in Carlyle Group (CG) in Q1 2026: 650,586 shares worth $31.5M. The stake represents 0.96% of the portfolio and ranks #30 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in CG as recently as Q3 2025.

Prana Capital Management first reported a position in CG in Q4 2020 and has held it in 18 quarters since. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Prana Capital Management held 650,586 shares of Carlyle Group worth $31.5M as of Q1 2026.
  • Carlyle Group was a new Prana Capital Management position in Q1 2026.
  • Carlyle Group made up 0.96% of Prana Capital Management's portfolio in Q1 2026, its #30 holding.
  • Prana Capital Management first reported a position in Carlyle Group in Q4 2020 and has held it in 18 quarters since.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.