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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

CG holding history

Carlyle Group Inc. in every 13F filed by BFSG, LLC, 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)
6,751
Value
$284.3K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of CG by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,751$284.3K<0.1%+1,485+28.2%AddedHolders
Q1 20265,266$254.8K<0.1%+351+7.1%AddedHolders
Q4 20254,915$290.5K<0.1%00.0%UnchangedHolders
Q3 20254,915$308.2K<0.1%−2,430−33.1%ReducedHolders
Q2 20257,345$377.5K<0.1%+215+3.0%AddedHolders
Q1 20257,130$310.8K<0.1%+818+13.0%AddedHolders
Q4 20246,312$318.7K<0.1%−450−6.7%ReducedHolders
Q3 20246,762$291.2K<0.1%+522+8.4%AddedHolders
Q2 20246,240$250.5K<0.1%00.0%UnchangedHolders
Q1 20246,240$292.7K<0.1%−90−1.4%ReducedHolders
Q4 20236,330$257.6K<0.1%−480−7.0%ReducedHolders
Q3 20236,810$205.0K<0.1%+6,810NewHolders