Principal Street Partners’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+5,035
New +$236K 0.03% 254
2022
Q3
– Sell
-15,120
Closed -$479K – 203
2022
Q2
$479K Buy
15,120
+658
+5% +$25.2K 0.12% 127
2022
Q1
$707K Buy
14,462
+261
+2% +$12.5K 0.16% 111
2021
Q4
$780K Buy
+14,201
New +$773K 0.19% 99

Other funds holding CG

Principal Street Partners's CG Position: Q2 2026 in Review

Principal Street Partners opened a new position in Carlyle Group (CG) in Q2 2026: 5,035 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: Principal Street Partners previously reported a position in CG as recently as Q2 2022.

Principal Street Partners first reported a position in CG in Q4 2021 and has held it in 4 quarters since. The position peaked at $780K in Q4 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Principal Street Partners held 5,035 shares of Carlyle Group worth $212K as of Q2 2026.
  • Carlyle Group was a new Principal Street Partners position in Q2 2026.
  • Carlyle Group made up 0.03% of Principal Street Partners's portfolio in Q2 2026, its #254 holding.
  • Principal Street Partners first reported a position in Carlyle Group in Q4 2021 and has held it in 4 quarters since.
  • Principal Street Partners's Carlyle Group position peaked at $780K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.