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Livermore
Livermore
ZHEN

Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

CG holding history

Carlyle Group Inc. in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CG overviewAll 13F holders of CGFull Q2 2026 holdings

Shares (Q2 2026)
6,235
Value
$262.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CG by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,235$262.6K<0.1%00.0%UnchangedHolders
Q1 20266,235$301.7K<0.1%−162−2.5%ReducedHolders
Q4 20256,397$378.1K<0.1%−85−1.3%ReducedHolders
Q3 20256,482$406.4K<0.1%00.0%UnchangedHolders
Q2 20256,482$333.2K<0.1%−81,579−92.6%ReducedHolders
Q1 202588,061$3.84M0.2%−10,645−10.8%ReducedHolders
Q4 202498,706$4.98M0.3%−1,472−1.5%ReducedHolders
Q3 2024100,178$4.31M0.3%+561+0.6%AddedHolders
Q2 202499,617$4.00M0.3%−1,006−1.0%ReducedHolders
Q1 2024100,623$4.72M0.3%−3,600−3.5%ReducedHolders
Q4 2023104,223$4.24M0.3%−247−0.2%ReducedHolders
Q3 2023104,470$3.15M0.3%−93−0.1%ReducedHolders
Q2 2023104,563$3.34M0.3%−23,333−18.2%ReducedHolders
Q1 2023127,896$3.97M0.3%−13,026−9.2%ReducedHolders
Q4 2022140,922$4.21M0.3%−59,748−29.8%ReducedHolders
Q3 2022200,670$5.18M0.4%+2,199+1.1%AddedHolders
Q2 2022198,471$6.28M0.5%+41,417+26.4%AddedHolders
Q1 2022157,054$7.68M0.5%+7,008+4.7%AddedHolders
Q4 2021150,046$8.24M0.5%−4,924−3.2%ReducedHolders
Q3 2021154,970$7.33M0.5%−1,811−1.2%ReducedHolders
Q2 2021156,781$7.29M0.5%−1,256−0.8%ReducedHolders
Q1 2021158,037$5.81M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.