Wayfinding Financial’s Carlyle Group CG Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-342	Closed	-$14K	–	248
2025 Q1	$14K	Buy	+342	New	+$17K	0.01%	631

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wayfinding Financial's CG Position: Q2 2025 in Review

Wayfinding Financial sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 342 shares — an estimated $14K sold.

Wayfinding Financial first reported a position in CG in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

Wayfinding Financial reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 342 Carlyle Group shares in Q2 2025, an estimated $14K.
Wayfinding Financial first reported a position in Carlyle Group in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Carlyle Group position peaked at $14K in Q1 2025.
571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.