MOODY NATIONAL BANK TRUST DIVISION
BankPosition in CG — Carlyle Group Inc.
CIK 1092903
GALVESTON, TX
Position in CG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$751,241
-$105,600 QoQ
Shares Held
17,840
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#10
of 47 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99.1872197309417.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8127802690582959.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $14,329,220 across 12 Asset Management names. CG ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
83,557 | $7,023,801 | |
| 2 | DBRG |
DigitalBridge Group, Inc.
|
104,858 | $1,654,659 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
17,521 | $1,334,048 | |
| 4 | RJF |
Raymond James Financial Inc
|
5,434 | $826,130 | |
| 5 | CG |
Carlyle Group Inc.
This page
|
17,840 | $751,241 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,788 | $714,781 | |
| 7 | BEN |
Franklin Resources Inc
|
12,753 | $424,291 | |
| 8 | TRIN |
Trinity Capital Inc.
|
20,564 | $367,889 |
All Filings in CG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,241 | 17,840 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $856,841 | 17,707 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,031,350 | 17,448 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,738,419 | 27,726 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $1,465,156 | 28,505 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $1,219,255 | 27,971 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $1,434,369 | 28,409 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $1,305,707 | 30,323 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $1,475,271 | 36,744 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $1,762,174 | 37,565 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $1,525,019 | 37,479 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $1,751,210 | 58,064 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $867,346 | 27,147 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $762,491 | 24,549 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $734,034 | 24,599 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $639,384 | 24,744 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $783,395 | 24,744 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $2,489,714 | 50,904 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $3,106,076 | 56,577 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $8,273,053 | 174,980 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $8,143,899 | 175,213 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $6,452,372 | 175,527 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $5,518,977 | 175,540 | Shares | Defined | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||