Stiles Financial Services Inc

Position in CG — Carlyle Group Inc.

CIK 1904832 EDINA, MN

Position in CG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$679,529

+$77,606 QoQ

Shares Held

16,137

+29.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#278

of 579 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stiles Financial Services Inc holds $10,645,641 across 5 Asset Management names. CG ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	24,578	$4,272,639
2	BX	Blackstone Inc.	23,924	$2,815,137
3	ARCC	Ares Capital Corp	79,696	$1,476,766
4	GSBD	Goldman Sachs BDC, Inc.	147,845	$1,401,570
5	CG	Carlyle Group Inc. This page	16,137	$679,529

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,529	16,137	+29.7%	Shares	Sole	2026-08-12
2026-03-31	$601,923	12,439	+0.4%	Shares	Sole	2026-04-30
2025-12-31	$732,254	12,388	-1.0%	Shares	Sole	2026-02-03
2025-09-30	$784,753	12,516	+2.8%	Shares	Sole	2025-10-30
2025-06-30	$625,743	12,174	+0.4%	Shares	Sole	2025-07-24
2025-03-31	$528,572	12,126	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$609,969	12,081	-1.1%	Shares	Sole	2025-01-28
2024-09-30	$525,891	12,213	+0.0%	Shares	Sole	2024-10-31
2024-06-30	$490,271	12,211	+0.0%	Shares	Sole	2024-08-01
2024-03-31	$572,536	12,205	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$507,526	12,473	+4.7%	Shares	Sole	2024-01-26
2023-09-30	$359,296	11,913	+1.0%	Shares	Sole	2023-11-08
2023-06-30	$376,882	11,796	+5.6%	Shares	Sole	2023-07-21
2023-03-31	$347,033	11,173	+12.9%	Shares	Sole	2023-05-11
2022-12-31	$295,296	9,896	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.