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 -$129K – 3432
2022
Q1 		$129K Buy
+75,700
New +$3.62M ﹤0.01% 2662

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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. 588 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.
  • 588 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.