Bank Pictet & Cie (Europe)’s Carlyle Group CG Stock Holding History

Bank Pictet & Cie (Europe)’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
2026 Q2	–	Sell	-4,250	Closed	-$206K	–	211
2026 Q1	$206K	Hold	4,250	–	–	﹤0.01%	200
2025 Q4	$251K	Hold	4,250	–	–	0.01%	191
2025 Q3	$266K	Hold	4,250	–	–	0.01%	185
2025 Q2	$218K	Buy	+4,250	New	+$183K	﹤0.01%	191
2025 Q1	–	Sell	-4,250	Closed	-$215K	–	188
2024 Q4	$215K	Buy	+4,250	New	+$215K	﹤0.01%	157
2022 Q2	–	Sell	-4,250	Closed	-$208K	–	162
2022 Q1	$208K	Hold	4,250	–	–	0.01%	168
2021 Q4	$233K	Hold	4,250	–	–	0.01%	161
2021 Q3	$201K	Buy	+4,250	New	+$204K	0.01%	166

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s CG Position: Q2 2026 in Review

Bank Pictet & Cie (Europe) sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,250 shares — an estimated $206K sold.

Bank Pictet & Cie (Europe) first reported a position in CG in Q3 2021 and held it in 8 quarters. The position peaked at $266K in Q3 2025. 290 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Bank Pictet & Cie (Europe) reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 4,250 Carlyle Group shares in Q2 2026, an estimated $206K.
Bank Pictet & Cie (Europe) first reported a position in Carlyle Group in Q3 2021 and held it in 8 quarters.
Bank Pictet & Cie (Europe)'s Carlyle Group position peaked at $266K in Q3 2025.
290 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q2 2026, filed 24 Jul 2026.