Position in CG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,055
-$3,140 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 579 holders
Holding Since
Mar 2026
2 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, 2026Intesa Sanpaolo Wealth Management holds $38,584,559 across 7 Asset Management names. CG ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,076,705 | $32,484,189 | |
| 2 | BLK |
BlackRock, Inc.
|
5,814 | $5,590,509 | |
| 3 | BX |
Blackstone Inc.
|
2,030 | $238,870 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,680 | $154,190 | |
| 5 | APO |
Apollo Global Management, Inc.
|
480 | $56,788 | |
| 6 | ARES |
Ares Management Corp
|
350 | $38,958 | |
| 7 | CG |
Carlyle Group Inc.
This page
|
500 | $21,055 |
All Filings in CG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,055 | 500 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $24,195 | 500 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||