SFC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SYM Financial Corp's CG Position: Q1 2026 in Review

SYM Financial Corp increased its Carlyle Group (CG) stake by 1.6% in Q1 2026, buying an estimated $4.58K and bringing the position to 5,382 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #249.

SYM Financial Corp first reported a position in CG in Q4 2024 and has held it in 6 quarters since. The position peaked at $900K in Q4 2024. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • SYM Financial Corp held 5,382 shares of Carlyle Group worth $260K as of Q1 2026.
  • SYM Financial Corp bought 83 Carlyle Group shares in Q1 2026, an estimated $4.58K.
  • Carlyle Group made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #249 holding.
  • SYM Financial Corp first reported a position in Carlyle Group in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Carlyle Group position peaked at $900K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.