Position in CG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151,174
-$22,546 QoQ
Shares Held
3,590
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#420
of 579 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stelac Advisory Services LLC holds $8,059,392 across 6 Asset Management names. CG ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
9,725 | $4,461,441 | |
| 2 | BLK |
BlackRock, Inc.
|
3,075 | $2,956,797 | |
| 3 | APO |
Apollo Global Management, Inc.
|
1,640 | $194,028 | |
| 4 | BX |
Blackstone Inc.
|
1,374 | $161,678 | |
| 5 | CG |
Carlyle Group Inc.
This page
|
3,590 | $151,174 | |
| 6 | KKR |
KKR & Co. Inc.
|
1,463 | $134,274 |
All Filings in CG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,174 | 3,590 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $173,720 | 3,590 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $266,586 | 4,510 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $293,812 | 4,686 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $240,860 | 4,686 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $112,375 | 2,578 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $102,101 | 2,543 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $119,292 | 2,543 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $156,414 | 3,198 | Shares | Defined | 2022-06-28 | |
| 2021-12-31 | $175,570 | 3,198 | Shares | Defined | 2022-06-28 | |
| 2021-09-30 | $746,882 | 15,797 | Shares | Defined | 2022-06-28 | |
| 2021-06-30 | $2,043,725 | 43,970 | Shares | Defined | 2022-06-28 | |
| 2021-03-31 | $1,598,692 | 43,490 | Shares | Defined | 2022-06-28 | |
| 2020-12-31 | $1,390,308 | 44,221 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,074,427 | 43,552 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $985,511 | 35,323 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $567,403 | 26,208 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||