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Transamerica Financial Advisors’s Carlyle Group CG Stock Holding History

Transamerica Financial Advisors’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 		$5.64K Buy
133
+11
+9% +$517 ﹤0.01% 1096
2026
Q1 		$5.91K Buy
122
+70
+135% +$3.86K ﹤0.01% 1012
2025
Q4 		$3.07K Buy
52
+24
+86% +$1.36K ﹤0.01% 1049
2025
Q3 		$1.76K Buy
+28
New +$1.75K ﹤0.01% 1062

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

Transamerica Financial Advisors's CG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Carlyle Group (CG) stake by 9% in Q2 2026, buying an estimated $517 and bringing the position to 133 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Transamerica Financial Advisors first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.91K in Q1 2026. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Transamerica Financial Advisors held 133 shares of Carlyle Group worth $5.64K as of Q2 2026.
  • Transamerica Financial Advisors bought 11 Carlyle Group shares in Q2 2026, an estimated $517.
  • Carlyle Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1096 holding.
  • Transamerica Financial Advisors first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Carlyle Group position peaked at $5.91K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.