Position in CG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$596,993
-$89,032 QoQ
Shares Held
14,177
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#17
of 58 holders
Holding Since
Dec 2023
11 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, 2026Stablepoint Partners, LLC holds $11,229,744 across 12 Asset Management names. CG ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
32,020 | $3,767,793 | |
| 2 | RJF |
Raymond James Financial Inc
|
14,150 | $2,151,224 | |
| 3 | APO |
Apollo Global Management, Inc.
|
13,024 | $1,540,869 | |
| 4 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 5 | CG |
Carlyle Group Inc.
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|
14,177 | $596,993 | |
| 6 | NMT |
Nuveen Massachusetts Quality Municipal Income Fund
|
32,000 | $415,680 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
12,832 | $385,344 | |
| 8 | STT |
State Street Corp
|
2,092 | $354,803 |
All Filings in CG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,993 | 14,177 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $686,025 | 14,177 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $838,061 | 14,178 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $913,037 | 14,562 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $748,384 | 14,560 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $574,385 | 13,177 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $675,404 | 13,377 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $576,013 | 13,377 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $537,086 | 13,377 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $630,751 | 13,446 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $547,117 | 13,446 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||