Yousif Capital Management’s Carlyle Group CG Stock Holding History

Yousif Capital Management’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	$3.12M	Sell	74,205 -4,414	-6%	-$207K	0.04%	476
2026 Q1	$3.8M	Sell	78,619 -3,750	-5%	-$207K	0.04%	384
2025 Q4	$5.09M	Sell	82,369 -1,840	-2%	-$105K	0.06%	310
2025 Q3	$5.28M	Buy	84,209 +9,302	+12%	+$581K	0.06%	297
2025 Q2	$3.85M	Sell	74,907 -302	-0.4%	-$13K	0.04%	414
2025 Q1	$3.28M	Sell	75,209 -1,606	-2%	-$79.6K	0.04%	457
2024 Q4	$3.88M	Sell	76,815 -2,757	-3%	-$140K	0.04%	398
2024 Q3	$3.43M	Sell	79,572 -13,135	-14%	-$551K	0.04%	469
2024 Q2	$3.72M	Sell	92,707 -8,326	-8%	-$359K	0.04%	429
2024 Q1	$4.74M	Sell	101,033 -2,280	-2%	-$98.5K	0.05%	362
2023 Q4	$4.2M	Buy	+103,313	New	+$3.4M	0.05%	390

Other funds holding CG

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Yousif Capital Management's CG Position: Q2 2026 in Review

Yousif Capital Management reduced its Carlyle Group (CG) stake by 5.6% in Q2 2026, selling an estimated $207K and leaving 74,205 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #476.

Yousif Capital Management first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.28M in Q3 2025. 83 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Yousif Capital Management held 74,205 shares of Carlyle Group worth $3.12M as of Q2 2026.
Yousif Capital Management sold 4,414 Carlyle Group shares in Q2 2026, an estimated $207K.
Carlyle Group made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #476 holding.
Yousif Capital Management first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
Yousif Capital Management's Carlyle Group position peaked at $5.28M in Q3 2025.
83 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.