SG Americas Securities’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.03M Buy
95,724
+24,213
+34% +$1.14M ﹤0.01% 1180
2026
Q1
$3.46M Sell
71,511
-2,662
-4% -$147K ﹤0.01% 1166
2025
Q4
$4.38M Sell
74,173
-4,489
-6% -$255K 0.01% 1142
2025
Q3
$4.93M Buy
78,662
+70,352
+847% +$4.39M 0.02% 519
2025
Q2
$427K Sell
8,310
-239,526
-97% -$10.3M ﹤0.01% 1768
2025
Q1
$10.8M Buy
247,836
+216,244
+684% +$10.7M 0.04% 291
2024
Q4
$1.59M Sell
31,592
-3,865
-11% -$196K 0.01% 669
2024
Q3
$1.53M Buy
+35,457
New +$1.49M 0.01% 796
2024
Q2
Sell
-10,083
Closed -$473K 2910
2024
Q1
$473K Sell
10,083
-101,874
-91% -$4.4M ﹤0.01% 1455
2023
Q4
$4.56M Buy
111,957
+86,914
+347% +$2.86M 0.04% 373
2023
Q3
$755K Buy
+25,043
New +$807K 0.01% 1484
2023
Q2
Sell
-13,617
Closed -$423K 2406
2023
Q1
$423K Buy
+13,617
New +$454K ﹤0.01% 1845
2022
Q4
Sell
-18,260
Closed -$472K 3090
2022
Q3
$472K Buy
18,260
+1,349
+8% +$44.4K 0.01% 1601
2022
Q2
$535K Sell
16,911
-514
-3% -$19.7K 0.01% 1904
2022
Q1
$852K Buy
17,425
+4,316
+33% +$207K 0.01% 1537
2021
Q4
$720K Sell
13,109
-1,456
-10% -$79.3K ﹤0.01% 1882
2021
Q3
$689K Buy
14,565
+583
+4% +$28K ﹤0.01% 2234
2021
Q2
$650K Buy
13,982
+6,700
+92% +$285K ﹤0.01% 1816
2021
Q1
$268K Sell
7,282
-2,921
-29% -$102K ﹤0.01% 2472
2020
Q4
$321K Sell
10,203
-20,664
-67% -$582K ﹤0.01% 2315
2020
Q3
$761K Buy
+30,867
New +$833K ﹤0.01% 1356
2018
Q4
Sell
-11,099
Closed -$250K 3066
2018
Q3
$250K Sell
11,099
-25,627
-70% -$603K ﹤0.01% 2458
2018
Q2
$782K Sell
36,726
-11,252
-23% -$242K 0.01% 1671
2018
Q1
$1.02M Buy
+47,978
New +$1.13M 0.01% 1327
2015
Q2
Sell
-179,528
Closed -$4.87M 2626
2015
Q1
$4.87M Buy
179,528
+600
+0.3% +$15.9K 0.03% 420
2014
Q4
$4.92M Buy
178,928
+86,116
+93% +$2.44M 0.02% 606
2014
Q3
$2.83M Buy
+92,812
New +$3.03M 0.02% 738
2014
Q2
Sell
-14,400
Closed -$506K 2538
2014
Q1
$506K Buy
+14,400
New +$505K ﹤0.01% 1462

Other funds holding CG

SG Americas Securities's CG Position: Q2 2026 in Review

SG Americas Securities increased its Carlyle Group (CG) stake by 34% in Q2 2026, buying an estimated $1.14M and bringing the position to 95,724 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

SG Americas Securities first reported a position in CG in Q1 2014 and has held it in 28 quarters since. The position peaked at $10.8M in Q1 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • SG Americas Securities held 95,724 shares of Carlyle Group worth $4.03M as of Q2 2026.
  • SG Americas Securities bought 24,213 Carlyle Group shares in Q2 2026, an estimated $1.14M.
  • Carlyle Group made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1180 holding.
  • SG Americas Securities first reported a position in Carlyle Group in Q1 2014 and has held it in 28 quarters since.
  • SG Americas Securities's Carlyle Group position peaked at $10.8M in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.