Resona Asset Management’s Carlyle Group CG Stock Holding History

Resona Asset 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
2026 Q2	$2.89M	Buy	69,192 +2,693	+4%	+$126K	0.01%	561
2026 Q1	$3.2M	Sell	66,499 -1,434	-2%	-$79.1K	0.02%	552
2025 Q4	$4.03M	Sell	67,933 -4,613	-6%	-$262K	0.02%	529
2025 Q3	$4.57M	Sell	72,546 -136	-0.2%	-$8.5K	0.02%	510
2025 Q2	$3.73M	Buy	72,682 +5,253	+8%	+$226K	0.02%	543
2025 Q1	$2.94M	Buy	67,429 +3,267	+5%	+$162K	0.02%	550
2024 Q4	$3.24M	Sell	64,162 -5,236	-8%	-$265K	0.02%	532
2024 Q3	$2.99M	Sell	69,398 -2,124	-3%	-$89.1K	0.02%	559
2024 Q2	$2.87M	Buy	71,522 +1,109	+2%	+$47.9K	0.02%	549
2024 Q1	$3.3M	Buy	+70,413	New	+$3.04M	0.02%	550

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Resona Asset Management's CG Position: Q2 2026 in Review

Resona Asset Management increased its Carlyle Group (CG) stake by 4% in Q2 2026, buying an estimated $126K and bringing the position to 69,192 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #561.

Resona Asset Management first reported a position in CG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.57M in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Resona Asset Management held 69,192 shares of Carlyle Group worth $2.89M as of Q2 2026.
Resona Asset Management bought 2,693 Carlyle Group shares in Q2 2026, an estimated $126K.
Carlyle Group made up 0.01% of Resona Asset Management's portfolio in Q2 2026, its #561 holding.
Resona Asset Management first reported a position in Carlyle Group in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's Carlyle Group position peaked at $4.57M in Q3 2025.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.