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SYM Financial Corp’s Carlyle Group CG Stock Holding History

SYM Financial 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 		– Sell
-5,382
Closed -$260K – 537
2026
Q1 		$260K Buy
5,382
+83
+2% +$4.58K 0.03% 249
2025
Q4 		$313K Sell
5,299
-1,937
-27% -$110K 0.03% 216
2025
Q3 		$454K Sell
7,236
-5,749
-44% -$359K 0.05% 131
2025
Q2 		$667K Sell
12,985
-2,021
-13% -$87.1K 0.07% 93
2025
Q1 		$654K Sell
15,006
-2,826
-16% -$140K 0.08% 76
2024
Q4 		$900K Buy
+17,832
New +$904K 0.12% 53

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

SYM Financial Corp's CG Position: Q2 2026 in Review

SYM Financial Corp sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 5,382 shares — an estimated $260K sold.

SYM Financial Corp first reported a position in CG in Q4 2024 and held it in 6 quarters. The position peaked at $900K in Q4 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • SYM Financial Corp reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 5,382 Carlyle Group shares in Q2 2026, an estimated $260K.
  • SYM Financial Corp first reported a position in Carlyle Group in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's Carlyle Group position peaked at $900K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.