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SJS Investment Consulting’s Carlyle Group CG Stock Holding History

SJS Investment Consulting’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 		$2.4K Sell
57
-101
-64% -$4.74K ﹤0.01% 1697
2026
Q1 		$7.65K Buy
158
+105
+198% +$5.79K ﹤0.01% 922
2025
Q4 		$3.13K Buy
53
+25
+89% +$1.42K ﹤0.01% 1037
2025
Q3 		$1.76K Buy
28
+5
+22% +$312 ﹤0.01% 856
2025
Q2 		$1.18K Sell
23
-14
-38% -$603 ﹤0.01% 760
2025
Q1 		$1.61K Sell
37
-5
-12% -$248 ﹤0.01% 811
2024
Q4 		$2.12K Sell
42
-1
-2% -$51 ﹤0.01% 677
2024
Q3 		$1.85K Buy
43
+4
+10% +$168 ﹤0.01% 834
2024
Q2 		$1.57K Hold
39
– – ﹤0.01% 840
2024
Q1 		$1.83K Buy
39
+3
+8% +$130 ﹤0.01% 793
2023
Q4 		$1.47K Sell
36
-1
-3% -$33 ﹤0.01% 794
2023
Q3 		$1.12K Buy
37
+16
+76% +$515 ﹤0.01% 887
2023
Q2 		$671 Sell
21
-398
-95% -$11.6K ﹤0.01% 1058
2023
Q1 		$13K Buy
+419
New +$14K ﹤0.01% 262
2022
Q4 		– Sell
-13
Closed – – 1616
2022
Q3 		$0 Buy
+13
New +$428 ﹤0.01% 1104

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

SJS Investment Consulting's CG Position: Q2 2026 in Review

SJS Investment Consulting reduced its Carlyle Group (CG) stake by 64% in Q2 2026, selling an estimated $4.74K and leaving 57 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

SJS Investment Consulting first reported a position in CG in Q3 2022 and has held it in 15 quarters since. The position peaked at $13K in Q1 2023. 290 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • SJS Investment Consulting held 57 shares of Carlyle Group worth $2.4K as of Q2 2026.
  • SJS Investment Consulting sold 101 Carlyle Group shares in Q2 2026, an estimated $4.74K.
  • Carlyle Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1697 holding.
  • SJS Investment Consulting first reported a position in Carlyle Group in Q3 2022 and has held it in 15 quarters since.
  • SJS Investment Consulting's Carlyle Group position peaked at $13K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.