BOK Financial Private Wealth’s Carlyle Group CG Stock Holding History

BOK Financial Private Wealth’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	$23.2K	Sell	550 -332	-38%	-$15.6K	﹤0.01%	334
2026 Q1	$42.7K	Hold	882	–	–	﹤0.01%	282
2025 Q4	$52.1K	Hold	882	–	–	﹤0.01%	281
2025 Q3	$55.3K	Hold	882	–	–	﹤0.01%	245
2025 Q2	$45.3K	Sell	882 -418	-32%	-$18K	﹤0.01%	252
2025 Q1	$56.7K	Hold	1,300	–	–	﹤0.01%	247
2024 Q4	$65.6K	Hold	1,300	–	–	﹤0.01%	242
2024 Q3	$56K	Hold	1,300	–	–	﹤0.01%	250
2024 Q2	$52.2K	Hold	1,300	–	–	﹤0.01%	253
2024 Q1	$61K	Hold	1,300	–	–	﹤0.01%	241
2023 Q4	$52.9K	Hold	1,300	–	–	﹤0.01%	239
2023 Q3	$39.2K	Hold	1,300	–	–	﹤0.01%	244
2023 Q2	$41.5K	Hold	1,300	–	–	﹤0.01%	236
2023 Q1	$40.4K	Hold	1,300	–	–	﹤0.01%	253
2022 Q4	$38.8K	Hold	1,300	–	–	﹤0.01%	247
2022 Q3	$34K	Hold	1,300	–	–	﹤0.01%	265
2022 Q2	$41K	Buy	+1,300	New	+$49.8K	﹤0.01%	258

Other funds holding CG

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BOK Financial Private Wealth's CG Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Carlyle Group (CG) stake by 38% in Q2 2026, selling an estimated $15.6K and leaving 550 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

BOK Financial Private Wealth first reported a position in CG in Q2 2022 and has held it in 17 quarters since. The position peaked at $65.6K in Q4 2024. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

BOK Financial Private Wealth held 550 shares of Carlyle Group worth $23.2K as of Q2 2026.
BOK Financial Private Wealth sold 332 Carlyle Group shares in Q2 2026, an estimated $15.6K.
Carlyle Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #334 holding.
BOK Financial Private Wealth first reported a position in Carlyle Group in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's Carlyle Group position peaked at $65.6K in Q4 2024.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.