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Root Financial Partners’s Carlyle Group CG Stock Holding History

Root Financial Partners’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 		– Sell
-509
Closed -$24.6K – 907
2026
Q1 		$24.6K Sell
509
-88
-15% -$4.85K ﹤0.01% 1203
2025
Q4 		$35.3K Sell
597
-105
-15% -$5.96K ﹤0.01% 863
2025
Q3 		$44K Buy
+702
New +$43.9K ﹤0.01% 713

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Root Financial Partners's CG Position: Q2 2026 in Review

Root Financial Partners sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 509 shares — an estimated $24.6K sold.

Root Financial Partners first reported a position in CG in Q3 2025 and held it in 3 quarters. The position peaked at $44K in Q3 2025. 181 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Root Financial Partners reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 509 Carlyle Group shares in Q2 2026, an estimated $24.6K.
  • Root Financial Partners first reported a position in Carlyle Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Carlyle Group position peaked at $44K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.