James T. Borello RIA
CG icon

James T. Borello RIA’s Carlyle Group CG Stock Holding History

James T. Borello RIA’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
Q3 		$119 Buy
+3
New +$136 ﹤0.01% 1190
2026
Q2 		– Sell
-14
Closed -$677 – 1226
2026
Q1 		$677 Sell
14
-6
-30% -$331 ﹤0.01% 1034
2025
Q4 		$1.18K Sell
20
-37
-65% -$2.1K ﹤0.01% 857
2025
Q3 		$3.57K Buy
+57
New +$3.56K ﹤0.01% 575

Other funds holding CG

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

James T. Borello RIA's CG Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Carlyle Group (CG) in Q3 2026: 3 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in CG as recently as Q1 2026.

James T. Borello RIA first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.57K in Q3 2025. 117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • James T. Borello RIA held 3 shares of Carlyle Group worth $119 as of Q3 2026.
  • Carlyle Group was a new James T. Borello RIA position in Q3 2026.
  • Carlyle Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1190 holding.
  • James T. Borello RIA first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Carlyle Group position peaked at $3.57K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.