Bank of Montreal
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Bank of Montreal’s Carlyle Group CG Stock Holding History

Bank of Montreal’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,500
Closed -$23K – 4201
2015
Q4 		$23K Buy
+1,500
New +$26.7K ﹤0.01% 3338

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's CG Position: Q2 2026 in Review

Bank of Montreal increased its Carlyle Group (CG) stake by 18% in Q2 2026, buying an estimated $2.21M and bringing the position to 306,178 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Bank of Montreal first reported a position in CG in Q2 2013 and has held it in 53 quarters since. The position peaked at $89.4M in Q4 2019. 401 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Bank of Montreal held 306,178 shares of Carlyle Group worth $12.9M as of Q2 2026.
  • Bank of Montreal bought 46,962 Carlyle Group shares in Q2 2026, an estimated $2.21M.
  • Carlyle Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1067 holding.
  • Bank of Montreal first reported a position in Carlyle Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Carlyle Group position peaked at $89.4M in Q4 2019.
  • 401 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.