Winthrop Partners - WNY, LLC

Position in CG — Carlyle Group Inc.

CIK 1734109 Buffalo, NY

Position in CG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$713,174

-$78,921 QoQ

Shares Held

16,936

+3.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#273

of 579 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Partners - WNY, LLC holds $3,535,534 across 4 Asset Management names. CG ranks #4 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	11,481	$1,053,726
2	APO	Apollo Global Management, Inc.	7,991	$945,415
3	BX	Blackstone Inc.	6,996	$823,219
4	CG	Carlyle Group Inc. This page	16,936	$713,174

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,174	16,936	+3.5%	Shares	Sole	2026-07-15
2026-03-31	$792,095	16,369	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$964,143	16,311	—	Shares	Sole	2026-03-12
No filing history on record for this holder in this stock.