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Equibles

Carson Advisory Inc.

Position in CG — Carlyle Group Inc.

CIK 1909304 ATHENS, GA
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$780,129
-$150,217 QoQ
Shares Held
18,526
-3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#261
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

Carson Advisory Inc. holds $7,413,510 across 11 Asset Management names. CG ranks #4 (10.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NZF
Nuveen Municipal Credit Income Fund
 131,159 $1,663,096
2 SBI
Western Asset Intermediate Muni Fund Inc.
 165,297 $1,300,887
3 BX
Blackstone Inc.
 9,573 $1,126,454
4 CG
Carlyle Group Inc.
This page 		18,526 $780,129
5 BAM
Brookfield Asset Management Ltd.
 12,706 $569,864
6 APO
Apollo Global Management, Inc.
 4,473 $529,200
7 MMU
Western Asset Managed Municipals Fund Inc.
 39,604 $412,673
8 RVT
Royce Small-Cap Trust, Inc.
 18,408 $339,995

All Filings in CG

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $780,129 18,526
2026-03-31 $930,346 19,226
2025-12-31 $1,171,914 19,826
2025-09-30 $1,255,630 20,026
2025-06-30 $1,065,316 20,726
2025-03-31 $803,189 18,426
2024-12-31 $758,662 15,026
2024-09-30 $655,502 15,223
2024-06-30 $619,072 15,419
2024-03-31 $774,765 16,516
2023-12-31 $692,258 17,013
2023-09-30 $528,071 17,509
2023-06-30 $575,227 18,004
2023-03-31 $476,305 15,335
2022-12-31 $475,500 15,935
2022-09-30 $414,732 16,050
2022-06-30 $492,313 15,550
2022-03-31 $743,432 15,200
2021-12-31 $834,480 15,200