Position in CG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$899,174
-$622,787 QoQ
Shares Held
21,353
-32.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#249
of 582 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WESBANCO BANK INC holds $30,504,472 across 24 Asset Management names. CG ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,853 | $15,243,609 | |
| 2 | APO |
Apollo Global Management, Inc.
|
32,453 | $3,839,514 | |
| 3 | KKR |
KKR & Co. Inc.
|
26,927 | $2,471,359 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
119,188 | $1,399,266 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
73,979 | $946,931 | |
| 6 | CG |
Carlyle Group Inc.
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|
21,353 | $899,174 | |
| 7 | TPG |
TPG Inc.
|
19,000 | $770,450 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
30,256 | $666,842 |
All Filings in CG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,174 | 21,353 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,521,961 | 31,452 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,340,443 | 158,018 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,928,478 | 142,400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,432,207 | 183,506 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $7,754,267 | 177,891 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,080,313 | 140,232 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,872,461 | 159,602 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,046,773 | 125,698 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||