Position in CG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$395,834
-$102,583 QoQ
Shares Held
9,400
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#337
of 582 holders
Holding Since
Mar 2021
22 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, 2026Fort Sheridan Advisors LLC holds $22,816,535 across 12 Asset Management names. CG ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
125,315 | $14,745,816 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
77,599 | $3,030,240 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,875 | $1,286,621 | |
| 4 | BLK |
BlackRock, Inc.
|
894 | $859,634 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
55,953 | $618,840 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,014 | $465,182 | |
| 7 | KKR |
KKR & Co. Inc.
|
4,946 | $453,943 | |
| 8 | CG |
Carlyle Group Inc.
This page
|
9,400 | $395,834 |
All Filings in CG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,834 | 9,400 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $498,417 | 10,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $608,833 | 10,300 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $677,160 | 10,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $555,120 | 10,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $470,772 | 10,800 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $545,292 | 10,800 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $465,048 | 10,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $423,582 | 10,550 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $494,900 | 10,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $386,555 | 9,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $286,520 | 9,500 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $322,695 | 10,100 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $313,706 | 10,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $322,272 | 10,800 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $232,560 | 9,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $245,365 | 7,750 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $365,602 | 7,475 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $356,850 | 6,500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $307,320 | 6,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,176 | 6,200 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $227,912 | 6,200 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||