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Sunrise Financial Services’s Carlyle Group CG Stock Holding History

Sunrise 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 		$547 Hold
13
– – ﹤0.01% 536
2026
Q1 		$629 Hold
13
– – ﹤0.01% 547
2025
Q4 		$768 Buy
+13
New +$739 ﹤0.01% 489

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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

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

Sunrise Financial Services held its Carlyle Group (CG) position steady in Q2 2026 at 13 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Sunrise Financial Services first reported a position in CG in Q4 2025 and has held it in 3 quarters since. The position peaked at $768 in Q4 2025. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Sunrise Financial Services held 13 shares of Carlyle Group worth $547 as of Q2 2026.
  • Sunrise Financial Services left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #536 holding.
  • Sunrise Financial Services first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Carlyle Group position peaked at $768 in Q4 2025.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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