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Carlyle Group shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-12-31 $313k 5.3k 59.11
2025-09-30 $454k 7.2k 62.70
2025-06-30 $667k 13k 51.40
2025-03-31 $654k 15k 43.59
2024-12-31 $900k 18k 50.49