Stiles Financial Services
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
Q3 		$915K Buy
23,067
+6,930
+43% +$314K 0.23% 90
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Kerusso Capital Management
Kerusso Capital Management Winston Salem, North Carolina $306M AUM 24.27% 1-Year Est. Return

Stiles Financial Services's CG Position: Q3 2026 in Review

Stiles Financial Services increased its Carlyle Group (CG) stake by 43% in Q3 2026, buying an estimated $314K and bringing the position to 23,067 shares worth $915K. The position accounts for 0.23% of the portfolio, ranked #90.

Stiles Financial Services first reported a position in CG in Q4 2022 and has held it in 16 quarters since. 175 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Stiles Financial Services held 23,067 shares of Carlyle Group worth $915K as of Q3 2026.
  • Stiles Financial Services bought 6,930 Carlyle Group shares in Q3 2026, an estimated $314K.
  • Carlyle Group made up 0.23% of Stiles Financial Services's portfolio in Q3 2026, its #90 holding.
  • Stiles Financial Services first reported a position in Carlyle Group in Q4 2022 and has held it in 16 quarters since.
  • 175 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.