Prudential Financial
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Prudential Financial’s Carlyle Group CG Stock Holding History

Prudential Financial’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 		$2.27M Buy
53,861
+3,595
+7% +$169K ﹤0.01% 1343
2026
Q1 		$2.43M Sell
50,266
-8,406
-14% -$464K ﹤0.01% 1239
2025
Q4 		$3.47M Sell
58,672
-20,174
-26% -$1.15M ﹤0.01% 1060
2025
Q3 		$4.94M Buy
78,846
+9,285
+13% +$580K 0.01% 947
2025
Q2 		$3.52M Buy
69,561
+50,095
+257% +$2.16M ﹤0.01% 1103
2025
Q1 		$970K Buy
19,466
+3,530
+22% +$175K ﹤0.01% 1585
2024
Q4 		$804K Sell
15,936
-1,765
-10% -$89.5K ﹤0.01% 1661
2024
Q3 		$762K Buy
17,701
+213
+1% +$8.94K ﹤0.01% 2027
2024
Q2 		$702K Sell
17,488
-37,891
-68% -$1.64M ﹤0.01% 2018
2024
Q1 		$2.6M Buy
55,379
+20,610
+59% +$891K ﹤0.01% 1285
2023
Q4 		$1.41M Buy
34,769
+7,807
+29% +$257K ﹤0.01% 1638
2023
Q3 		$813K Sell
26,962
-6,441
-19% -$208K ﹤0.01% 1856
2023
Q2 		$1.07M Sell
33,403
-414,186
-93% -$12.1M ﹤0.01% 1780
2023
Q1 		$13.9M Sell
447,589
-147,831
-25% -$4.93M 0.02% 548
2022
Q4 		$17.8M Buy
595,420
+572,485
+2,496% +$16.3M 0.03% 457
2022
Q3 		$593K Sell
22,935
-32,817
-59% -$1.08M ﹤0.01% 1999
2022
Q2 		$1.76M Sell
55,752
-370,430
-87% -$14.2M ﹤0.01% 1462
2022
Q1 		$20.8M Buy
426,182
+413,486
+3,257% +$19.8M 0.03% 478
2021
Q4 		$697K Sell
12,696
-190
-1% -$10.3K ﹤0.01% 2058
2021
Q3 		$609K Sell
12,886
-35,175
-73% -$1.69M ﹤0.01% 2065
2021
Q2 		$2.23M Buy
+48,061
New +$2.04M ﹤0.01% 1422

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Prudential Financial's CG Position: Q2 2026 in Review

Prudential Financial increased its Carlyle Group (CG) stake by 7.2% in Q2 2026, buying an estimated $169K and bringing the position to 53,861 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Prudential Financial first reported a position in CG in Q2 2021 and has held it in 21 quarters since. The position peaked at $20.8M in Q1 2022. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Prudential Financial held 53,861 shares of Carlyle Group worth $2.27M as of Q2 2026.
  • Prudential Financial bought 3,595 Carlyle Group shares in Q2 2026, an estimated $169K.
  • Carlyle Group made up ﹤0.01% of Prudential Financial's portfolio in Q2 2026, its #1343 holding.
  • Prudential Financial first reported a position in Carlyle Group in Q2 2021 and has held it in 21 quarters since.
  • Prudential Financial's Carlyle Group position peaked at $20.8M in Q1 2022.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.