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SouthState Corp’s Carlyle Group CG Stock Holding History

SouthState Corp’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 		$1.85K Sell
44
-6
-12% -$282 ﹤0.01% 967
2026
Q1 		$2.42K Sell
50
-47
-48% -$2.59K ﹤0.01% 867
2025
Q4 		$5.73K Buy
97
+58
+149% +$3.29K ﹤0.01% 776
2025
Q3 		$2.45K Sell
39
-40
-51% -$2.5K ﹤0.01% 895
2025
Q2 		$4.06K Buy
79
+13
+20% +$560 ﹤0.01% 952
2025
Q1 		$2.88K Buy
+66
New +$3.27K ﹤0.01% 1102

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 $3.37T AUM 44.26% 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

SouthState Corp's CG Position: Q2 2026 in Review

SouthState Corp reduced its Carlyle Group (CG) stake by 12% in Q2 2026, selling an estimated $282 and leaving 44 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

SouthState Corp first reported a position in CG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.73K in Q4 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • SouthState Corp held 44 shares of Carlyle Group worth $1.85K as of Q2 2026.
  • SouthState Corp sold 6 Carlyle Group shares in Q2 2026, an estimated $282.
  • Carlyle Group made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #967 holding.
  • SouthState Corp first reported a position in Carlyle Group in Q1 2025 and has held it in 6 quarters since.
  • SouthState Corp's Carlyle Group position peaked at $5.73K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.