Position in CG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$389,345
+$90,308 QoQ
Shares Held
8,046
+59.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HANTZ FINANCIAL SERVICES, INC. holds $31,117,919 across 57 Asset Management names. CG ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
51,698 | $7,485,353 | |
| 2 | APO |
Apollo Global Management, Inc.
|
65,277 | $7,273,163 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
111,706 | $4,145,409 | |
| 4 | BX |
Blackstone Inc.
|
34,598 | $3,978,424 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
80,054 | $3,239,785 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
15,856 | $1,038,250 | |
| 7 | SEIC |
Sei Investments Co
|
5,009 | $393,056 | |
| 8 | CG |
Carlyle Group Inc.
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|
8,046 | $389,345 |
All Filings in CG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,345 | 8,046 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $299,037 | 5,059 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $177,566 | 2,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $87,534 | 1,703 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,789 | 64 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||