Silver Grove Financial Group’s Carlyle Group CG Stock Holding History

Silver Grove Financial Group’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	$4.51K	Buy	+107	New	+$5.03K	﹤0.01%	1245

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Silver Grove Financial Group's CG Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Carlyle Group (CG) in Q2 2026: 107 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Silver Grove Financial Group held 107 shares of Carlyle Group worth $4.51K as of Q2 2026.
Carlyle Group was a new Silver Grove Financial Group position in Q2 2026.
Carlyle Group made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1245 holding.
583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.