Planning Strategies Inc.’s Carlyle Group CG Stock Holding History

Planning Strategies Inc.’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	$84	Buy	+2	New	+$94	﹤0.01%	1038

Other funds holding CG

FSA

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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 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s CG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Carlyle Group (CG) in Q2 2026: 2 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings.

161 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Planning Strategies Inc. held 2 shares of Carlyle Group worth $84 as of Q2 2026.
Carlyle Group was a new Planning Strategies Inc. position in Q2 2026.
Carlyle Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1038 holding.
161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.