Franklin Street Advisors Boosts Stake in Carlyle Group

The North Carolina-based investment firm increased its position in the global alternative asset manager by 7.6% in Q4 2025.

Apr. 9, 2026 at 8:24am

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An extreme close-up of intricate, interlocking gears and levers in a heavy, industrial banking mechanism, conveying a sense of the secure, powerful infrastructure underlying global finance.Franklin Street Advisors' increased stake in Carlyle Group reflects confidence in the alternative asset manager's continued growth and performance.San Diego Today

Franklin Street Advisors Inc. NC, a North Carolina-based investment firm, grew its position in Carlyle Group Inc. (NASDAQ:CG) by 7.6% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 724,039 shares of the financial services provider's stock, valued at approximately $42.8 million.

Why it matters

Carlyle Group is a major global alternative asset manager, investing across private equity, real assets, credit, and investment solutions. Franklin Street Advisors' increased stake in the company signals confidence in Carlyle's performance and growth potential.

The details

Franklin Street Advisors added 51,224 shares to its Carlyle Group position during the fourth quarter, bringing its total stake to about 0.20% of the company. Carlyle Group accounts for roughly 2.4% of Franklin Street Advisors' overall portfolio, making it the firm's 11th largest holding.

  • The filing reflects Franklin Street Advisors' position as of the end of the fourth quarter of 2025.

The players

Franklin Street Advisors Inc. NC

A North Carolina-based investment firm that manages a diversified portfolio of stocks, bonds, and alternative investments.

Carlyle Group Inc.

A global alternative asset management firm that invests across private equity, real assets, credit, and investment solutions.

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The takeaway

Franklin Street Advisors' increased stake in Carlyle Group suggests the investment firm sees continued growth potential in the alternative asset manager, which has a diversified portfolio of investments across various sectors and asset classes.