Raymond James Financial
CG icon

Raymond James Financial’s Carlyle Group CG Stock Holding History

Raymond James 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
Q1 		$19.3M Sell
399,461
-190,298
-32% -$10.5M 0.01% 1499
2025
Q4 		$34.9M Sell
589,759
-88,262
-13% -$5.01M 0.01% 1053
2025
Q3 		$42.5M Sell
678,021
-14,362
-2% -$897K 0.01% 901
2025
Q2 		$35.6M Sell
692,383
-799,139
-54% -$34.4M 0.01% 970
2025
Q1 		$65M Sell
1,491,522
-167,891
-10% -$8.33M 0.02% 598
2024
Q4 		$83.8M Buy
+1,659,413
New +$84.1M 0.03% 495

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Raymond James Financial's CG Position: Q1 2026 in Review

Raymond James Financial reduced its Carlyle Group (CG) stake by 32% in Q1 2026, selling an estimated $10.5M and leaving 399,461 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #1499.

Raymond James Financial first reported a position in CG in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.8M in Q4 2024. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Raymond James Financial held 399,461 shares of Carlyle Group worth $19.3M as of Q1 2026.
  • Raymond James Financial sold 190,298 Carlyle Group shares in Q1 2026, an estimated $10.5M.
  • Carlyle Group made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1499 holding.
  • Raymond James Financial first reported a position in Carlyle Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Carlyle Group position peaked at $83.8M in Q4 2024.
  • 602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.