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 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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BOK Financial Private Wealth's CG Position: Q1 2026 in Review

BOK Financial Private Wealth held its Carlyle Group (CG) position steady in Q1 2026 at 882 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

BOK Financial Private Wealth first reported a position in CG in Q2 2022 and has held it in 16 quarters since. The position peaked at $65.6K in Q4 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

BOK Financial Private Wealth held 882 shares of Carlyle Group worth $42.7K as of Q1 2026.
BOK Financial Private Wealth left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #282 holding.
BOK Financial Private Wealth first reported a position in Carlyle Group in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Carlyle Group position peaked at $65.6K in Q4 2024.
600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.