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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

CG holding history

Carlyle Group Inc. in every 13F filed by American Trust, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of CG by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−4,111−100.0%Sold outHolders
Q3 20254,111$257.8K<0.1%−453−9.9%ReducedHolders
Q2 20254,564$234.6K<0.1%+4,564NewHolders
Q1 20250$00.0%−5,320−100.0%Sold outHolders
Q4 20245,320$268.6K<0.1%+340+6.8%AddedHolders
Q3 20244,980$214.4K<0.1%−397−7.4%ReducedHolders
Q2 20245,377$215.9K<0.1%−305−5.4%ReducedHolders
Q1 20245,682$266.5K<0.1%+5,682NewHolders
Q1 20220$00.0%−4,082−100.0%Sold outHolders
Q4 20214,082$224.0K<0.1%–No prior filingHolders