Position in CG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,251,849
-$893,606 QoQ
Shares Held
25,870
-28.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Hilltop Holdings Inc. holds $10,608,534 across 22 Asset Management names. CG ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,802 | $1,357,111 | |
| 2 | CG |
Carlyle Group Inc.
This page
|
25,870 | $1,251,849 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
24,862 | $913,678 | |
| 4 | PFG |
Principal Financial Group Inc
|
8,707 | $784,587 | |
| 5 | ARES |
Ares Management Corp
|
6,329 | $690,493 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
70,598 | $634,676 | |
| 7 | BSL |
Blackstone Senior Floating Rate 2027 Term Fund
|
47,218 | $611,473 | |
| 8 | BST |
BlackRock Science & Technology Trust
|
14,999 | $545,213 |
All Filings in CG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,251,849 | 25,870 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,145,455 | 36,296 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,260,397 | 36,051 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,937,625 | 37,697 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,676,078 | 38,451 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,941,996 | 38,463 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,815,882 | 42,171 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $988,774 | 24,627 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $995,852 | 21,229 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $814,125 | 20,008 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $555,547 | 18,420 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $563,566 | 17,639 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||