Banque Pictet & Cie’s Carlyle Group CG Stock Holding History

Banque Pictet & Cie’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	$1.21M	Hold	28,700	–	–	0.01%	226
2026 Q1	$1.39M	Hold	28,700	–	–	0.01%	257
2025 Q4	$1.7M	Hold	28,700	–	–	0.01%	224
2025 Q3	$1.8M	Hold	28,700	–	–	0.01%	229
2025 Q2	$1.48M	Hold	28,700	–	–	0.01%	226
2025 Q1	$1.25M	Hold	28,700	–	–	0.01%	237
2024 Q4	$1.45M	Hold	28,700	–	–	0.01%	225
2024 Q3	$1.24M	Hold	28,700	–	–	0.01%	216
2024 Q2	$1.15M	Hold	28,700	–	–	0.01%	219
2024 Q1	$1.35M	Hold	28,700	–	–	0.01%	220
2023 Q4	$1.17M	Buy	28,700 +700	+3%	+$23K	0.01%	228
2023 Q3	$844K	Hold	28,000	–	–	0.01%	293
2023 Q2	$895K	Hold	28,000	–	–	0.01%	341
2023 Q1	$870K	Hold	28,000	–	–	0.01%	396
2022 Q4	$836K	Hold	28,000	–	–	0.01%	423
2022 Q3	$724K	Hold	28,000	–	–	0.01%	444
2022 Q2	$886	Hold	28,000	–	–	0.01%	446
2022 Q1	$1.37M	Hold	28,000	–	–	0.01%	396
2021 Q4	$1.54M	Buy	28,000 +3,000	+12%	+$163K	0.01%	399
2021 Q3	$1.18M	Hold	25,000	–	–	0.01%	246
2021 Q2	$1.16M	Hold	25,000	–	–	0.01%	249
2021 Q1	$919K	Hold	25,000	–	–	0.01%	257
2020 Q4	$786K	Hold	25,000	–	–	0.01%	245
2020 Q3	$617K	Hold	25,000	–	–	0.01%	242
2020 Q2	$698K	Hold	25,000	–	–	0.01%	242
2020 Q1	$541K	Buy	+25,000	New	+$721K	0.01%	251

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

Banque Pictet & Cie's CG Position: Q2 2026 in Review

Banque Pictet & Cie held its Carlyle Group (CG) position steady in Q2 2026 at 28,700 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #226.

Banque Pictet & Cie first reported a position in CG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.8M in Q3 2025. 312 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Banque Pictet & Cie held 28,700 shares of Carlyle Group worth $1.21M as of Q2 2026.
Banque Pictet & Cie left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up 0.01% of Banque Pictet & Cie's portfolio in Q2 2026, its #226 holding.
Banque Pictet & Cie first reported a position in Carlyle Group in Q1 2020 and has held it in 26 quarters since.
Banque Pictet & Cie's Carlyle Group position peaked at $1.8M in Q3 2025.
312 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Banque Pictet & Cie's 13F filing for Q2 2026, filed 24 Jul 2026.