Root Financial Partners
CG icon

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
Q3 		$24.2K Buy
+609
New +$27.6K ﹤0.01% 1457
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Root Financial Partners's CG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Carlyle Group (CG) in Q3 2026: 609 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CG as recently as Q1 2026.

Root Financial Partners first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $44K in Q3 2025. 400 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Root Financial Partners held 609 shares of Carlyle Group worth $24.2K as of Q3 2026.
  • Carlyle Group was a new Root Financial Partners position in Q3 2026.
  • Carlyle Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1457 holding.
  • Root Financial Partners first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Carlyle Group position peaked at $44K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.