SFS
CG icon

Stiles Financial Services’s Carlyle Group CG Stock Holding History

Stiles Financial Services’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 		$680K Buy
16,137
+3,698
+30% +$174K 0.17% 106
2026
Q1 		$602K Buy
12,439
+51
+0.4% +$2.81K 0.18% 111
2025
Q4 		$732K Sell
12,388
-128
-1% -$7.27K 0.23% 97
2025
Q3 		$785K Buy
12,516
+342
+3% +$21.4K 0.25% 90
2025
Q2 		$626K Buy
12,174
+48
+0.4% +$2.07K 0.22% 103
2025
Q1 		$529K Buy
12,126
+45
+0.4% +$2.23K 0.2% 109
2024
Q4 		$610K Sell
12,081
-132
-1% -$6.69K 0.22% 104
2024
Q3 		$526K Buy
12,213
+2
+0% +$84 0.19% 109
2024
Q2 		$490K Buy
12,211
+6
+0% +$259 0.19% 103
2024
Q1 		$573K Sell
12,205
-268
-2% -$11.6K 0.23% 98
2023
Q4 		$507K Buy
12,473
+560
+5% +$18.4K 0.23% 102
2023
Q3 		$359K Buy
11,913
+117
+1% +$3.77K 0.19% 117
2023
Q2 		$377K Buy
11,796
+623
+6% +$18.2K 0.19% 125
2023
Q1 		$347K Buy
11,173
+1,277
+13% +$42.6K 0.19% 125
2022
Q4 		$295K Buy
+9,896
New +$282K 0.17% 135

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

Stiles Financial Services's CG Position: Q2 2026 in Review

Stiles Financial Services increased its Carlyle Group (CG) stake by 30% in Q2 2026, buying an estimated $174K and bringing the position to 16,137 shares worth $680K. The position accounts for 0.17% of the portfolio, ranked #106.

Stiles Financial Services first reported a position in CG in Q4 2022 and has held it in 15 quarters since. The position peaked at $785K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Stiles Financial Services held 16,137 shares of Carlyle Group worth $680K as of Q2 2026.
  • Stiles Financial Services bought 3,698 Carlyle Group shares in Q2 2026, an estimated $174K.
  • Carlyle Group made up 0.17% of Stiles Financial Services's portfolio in Q2 2026, its #106 holding.
  • Stiles Financial Services first reported a position in Carlyle Group in Q4 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's Carlyle Group position peaked at $785K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.