Position in CG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$345,552
-$74,660 QoQ
Shares Held
7,141
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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, 2026Glenview Trust Co holds $26,206,686 across 17 Asset Management names. CG ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,827 | $13,297,563 | |
| 2 | AMP |
Ameriprise Financial Inc
|
14,822 | $6,586,896 | |
| 3 | BX |
Blackstone Inc.
|
23,676 | $2,722,502 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,007 | $607,333 | |
| 5 | KKR |
KKR & Co. Inc.
|
5,133 | $474,802 | |
| 6 | ARCC |
Ares Capital Corp
|
19,525 | $351,840 | |
| 7 | CG |
Carlyle Group Inc.
This page
|
7,141 | $345,552 | |
| 8 | MAIN |
Main Street Capital CORP
|
6,100 | $323,056 |
All Filings in CG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,552 | 7,141 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $420,212 | 7,109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $445,734 | 7,109 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $365,402 | 7,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $309,881 | 7,109 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $423,661 | 8,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $361,316 | 8,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $329,069 | 8,196 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $384,474 | 8,196 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $383,055 | 9,414 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $283,926 | 9,414 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $300,777 | 9,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $292,398 | 9,414 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $223,800 | 7,500 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $237,450 | 7,500 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $366,825 | 7,500 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||