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Equibles

Zhang Financial LLC

Position in CG — Carlyle Group Inc.

CIK 1776290 PORTAGE, MI
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$536,228
-$521,190 QoQ
Shares Held
12,734
-41.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#306
of 584 holders
Holding Since
Dec 2021
19 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, 2026

Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. CG ranks #7 (5.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 8,317 $3,815,506
2 APO
Apollo Global Management, Inc.
 15,352 $1,816,295
3 BLK
BlackRock, Inc.
 1,298 $1,248,104
4 BX
Blackstone Inc.
 10,028 $1,179,994
5 KKR
KKR & Co. Inc.
 12,740 $1,169,277
6 STT
State Street Corp
 3,284 $556,966
7 CG
Carlyle Group Inc.
This page 		12,734 $536,228
8 ARES
Ares Management Corp
 2,705 $301,093

All Filings in CG

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $536,228 12,734
2026-03-31 $1,057,418 21,852
2025-12-31 $1,407,881 23,818
2025-09-30 $1,494,203 23,831
2025-06-30 $1,367,651 26,608
2025-03-31 $886,271 20,332
2024-12-31 $698,428 13,833
2024-09-30 $551,081 12,798
2024-06-30 $519,500 12,939
2024-03-31 $606,452 12,928
2023-12-31 $579,506 14,242
2023-09-30 $480,237 15,923
2023-06-30 $511,168 15,999
2023-03-31 $494,847 15,932
2022-12-31 $566,214 18,975
2022-09-30 $482,484 18,672
2022-06-30 $531,476 16,787
2022-03-31 $773,560 15,816
2021-12-31 $379,413 6,911