Position in CG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$537,903
+$212,444 QoQ
Shares Held
11,116
+101.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026TOBAM holds $3,150,528 across 8 Asset Management names. CG ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
6,828 | $785,151 | |
| 2 | TROW |
Price T Rowe Group Inc
|
7,834 | $706,156 | |
| 3 | CG |
Carlyle Group Inc.
This page
|
11,116 | $537,903 | |
| 4 | PFG |
Principal Financial Group Inc
|
5,692 | $512,906 | |
| 5 | WT |
WisdomTree, Inc.
|
24,673 | $359,238 | |
| 6 | ASST |
Strive, Inc.
|
13,755 | $137,825 | |
| 7 | AMP |
Ameriprise Financial Inc
|
136 | $60,438 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
1,258 | $50,911 |
All Filings in CG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,903 | 11,116 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $325,459 | 5,506 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $1,504 | 24 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,233 | 24 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,046 | 24 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $38,323 | 890 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $26,900 | 670 | Shares | Sole | 2024-08-01 | |
| 2022-06-30 | $60,533 | 1,912 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||