Position in CG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$930,346
-$241,568 QoQ
Shares Held
19,226
-3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Carson Advisory Inc. holds $7,230,575 across 11 Asset Management names. CG ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
134,230 | $1,634,921 | |
| 2 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
168,597 | $1,294,824 | |
| 3 | BX |
Blackstone Inc.
|
9,719 | $1,117,587 | |
| 4 | CG |
Carlyle Group Inc.
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|
19,226 | $930,346 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,460 | $496,933 | |
| 6 | MMU |
Western Asset Managed Municipals Fund Inc.
|
39,604 | $407,129 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
8,754 | $389,115 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
41,561 | $313,369 |
All Filings in CG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $930,346 | 19,226 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,171,914 | 19,826 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,255,630 | 20,026 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,065,316 | 20,726 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $803,189 | 18,426 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $758,662 | 15,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $655,502 | 15,223 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $619,072 | 15,419 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $774,765 | 16,516 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $692,258 | 17,013 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $528,071 | 17,509 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $575,227 | 18,004 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $476,305 | 15,335 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $475,500 | 15,935 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $414,732 | 16,050 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $492,313 | 15,550 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $743,432 | 15,200 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $834,480 | 15,200 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||