Triangle Securities Wealth Management

Broker-Dealer

Position in CG — Carlyle Group Inc.

CIK 1541353 RALEIGH, NC

Position in CG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$270,767

-$40,380 QoQ

Shares Held

6,430

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#377

of 579 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $23,474,340 across 5 Asset Management names. CG ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	88,720	$10,439,681
2	BN	BROOKFIELD Corp /ON/	157,329	$6,700,642
3	KKR	KKR & Co. Inc.	57,780	$5,303,048
4	NTRS	Northern Trust Corp	4,373	$760,202
5	CG	Carlyle Group Inc. This page	6,430	$270,767

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,767	6,430	0.0%	Shares	Sole	2026-07-14
2026-03-31	$311,147	6,430	-0.6%	Shares	Sole	2026-04-20
2025-12-31	$382,323	6,468	-4.4%	Shares	Sole	2026-01-13
2025-09-30	$424,353	6,768	-6.9%	Shares	Sole	2025-10-15
2025-06-30	$373,678	7,270	-4.5%	Shares	Sole	2025-07-10
2025-03-31	$331,937	7,615	0.0%	Shares	Sole	2025-04-10
2024-12-31	$384,481	7,615	-8.7%	Shares	Sole	2025-01-15
2024-09-30	$359,335	8,345	-7.5%	Shares	Sole	2024-11-14
2024-06-30	$362,153	9,020	-0.8%	Shares	Sole	2024-07-10
2024-03-31	$426,646	9,095	-0.8%	Shares	Sole	2024-04-10
2023-12-31	$373,127	9,170	+13.6%	Shares	Sole	2024-01-10
2023-09-30	$243,391	8,070	0.0%	Shares	Sole	2023-10-10
2023-06-30	$257,836	8,070	-1.5%	Shares	Sole	2023-07-13
2023-03-31	$254,536	8,195	+2.5%	Shares	Sole	2023-04-20
2022-12-31	$238,570	7,995	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.