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Carlyle Group shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $691k 12k 59.11
2025-09-30 $649k 10k 62.70
2025-06-30 $485k 9.4k 51.40

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View all positions for Legacy Financial Advisors

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Millennium Management
Robeco Investment Management
Geode Capital Management
Norges Bank Investment Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors

View all funds holding Carlyle Group