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Carlyle Group shares owned by SPC Financial

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

Historical chart of SPC Financial investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by SPC Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 3.7k 62.69

More positions owned by SPC Financial

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Expanded Tech (IGV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SPC Financial

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Morgan Stanley
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
UBS Group
Legal & General Group

View all funds holding Carlyle Group