CSM Advisors, LLC

Position in CG — Carlyle Group Inc.

CIK 1863523 WARRENDALE, PA

Position in CG

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

Position Value

$264,450

-$13,047,203 QoQ

Shares Held

6,280

-97.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#382

of 579 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $39,322,906 across 6 Asset Management names. CG ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	55,466	$25,445,582
2	WT	WisdomTree, Inc.	551,313	$9,339,242
3	BN	BROOKFIELD Corp /ON/	65,000	$2,768,350
4	AMG	Affiliated Managers Group, Inc.	3,805	$1,287,612
5	CG	Carlyle Group Inc. This page	6,280	$264,450
6			4,190	$217,670

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,450	6,280	-97.7%	Shares	Sole	2026-08-14
2026-03-31	$13,311,653	275,091	-10.9%	Shares	Sole	2026-05-15
2025-12-31	$18,248,852	308,727	-8.9%	Shares	Sole	2026-02-11
2025-09-30	$21,255,488	339,003	+27.1%	Shares	Sole	2025-11-14
2025-06-30	$13,709,665	266,725	+7.6%	Shares	Sole	2025-08-07
2025-03-31	$10,803,999	247,855	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.