SG Americas Securities
CG icon

SG Americas Securities’s Carlyle Group CG Stock Holding History

SG Americas Securities’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
2022
Q2 		– Sell
-75,700
Closed -$72K – 3431
2022
Q1 		$72K Buy
+75,700
New +$3.62M ﹤0.01% 2802

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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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

SG Americas Securities's CG Position: Q1 2026 in Review

SG Americas Securities reduced its Carlyle Group (CG) stake by 3.6% in Q1 2026, selling an estimated $147K and leaving 71,511 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

SG Americas Securities first reported a position in CG in Q1 2014 and has held it in 27 quarters since. The position peaked at $10.8M in Q1 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • SG Americas Securities held 71,511 shares of Carlyle Group worth $3.46M as of Q1 2026.
  • SG Americas Securities sold 2,662 Carlyle Group shares in Q1 2026, an estimated $147K.
  • Carlyle Group made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1166 holding.
  • SG Americas Securities first reported a position in Carlyle Group in Q1 2014 and has held it in 27 quarters since.
  • SG Americas Securities's Carlyle Group position peaked at $10.8M in Q1 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.