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RAFFA WEALTH MANAGEMENT, LLC’s Carlyle Group CG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$969 Buy
23
+21
+1,050% +$986 ﹤0.01% 1028
2026
Q1 		$97 Buy
+2
New +$110 ﹤0.01% 1292
2025
Q3 		– Sell
-653
Closed -$33.6K – 1182
2025
Q2 		$33.6K Buy
+653
New +$28.1K 0.01% 208

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Carlyle Group (CG) stake by 1,050% in Q2 2026, buying an estimated $986 and bringing the position to 23 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CG in Q2 2025 and has held it in 3 quarters since. The position peaked at $33.6K in Q2 2025. 161 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 23 shares of Carlyle Group worth $969 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 21 Carlyle Group shares in Q2 2026, an estimated $986.
  • Carlyle Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1028 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Carlyle Group in Q2 2025 and has held it in 3 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Carlyle Group position peaked at $33.6K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.