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Wedmont Private Capital’s Carlyle Group CG Stock Holding History

Wedmont Private Capital’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 		$332K Buy
7,433
+295
+4% +$13.9K 0.01% 700
2026
Q1 		$344K Buy
7,138
+1,126
+19% +$62.1K 0.01% 618
2025
Q4 		$383K Sell
6,012
-368
-6% -$20.9K 0.01% 564
2025
Q3 		$393K Buy
6,380
+549
+9% +$34.3K 0.01% 541
2025
Q2 		$332K Buy
5,831
+196
+3% +$8.44K 0.01% 538
2025
Q1 		$204K Buy
5,635
+1,244
+28% +$61.7K 0.01% 661
2024
Q4 		$221K Buy
+4,391
New +$223K 0.01% 637

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Wedmont Private Capital's CG Position: Q2 2026 in Review

Wedmont Private Capital increased its Carlyle Group (CG) stake by 4.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 7,433 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #700.

Wedmont Private Capital first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q3 2025. 290 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wedmont Private Capital held 7,433 shares of Carlyle Group worth $332K as of Q2 2026.
  • Wedmont Private Capital bought 295 Carlyle Group shares in Q2 2026, an estimated $13.9K.
  • Carlyle Group made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #700 holding.
  • Wedmont Private Capital first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • Wedmont Private Capital's Carlyle Group position peaked at $393K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.