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BOK Financial’s Carlyle Group CG Stock Holding History

BOK Financial’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 		– Sell
-274
Closed -$16.2K – 1048
2025
Q4 		$16.2K Sell
274
-2
-0.7% -$114 ﹤0.01% 943
2025
Q3 		$17.3K Buy
+276
New +$17.2K ﹤0.01% 966
2025
Q2 		– Sell
-48
Closed -$2.09K – 1176
2025
Q1 		$2.09K Sell
48
-48
-50% -$2.38K ﹤0.01% 1116
2024
Q4 		$4.83K Sell
96
-40
-29% -$2.03K ﹤0.01% 1043
2024
Q3 		$6.12K Sell
136
-37,594
-100% -$1.58M ﹤0.01% 1042
2024
Q2 		$1.51M Sell
37,730
-2,875
-7% -$124K 0.03% 409
2024
Q1 		$1.88M Buy
40,605
+1,937
+5% +$83.7K 0.03% 378
2023
Q4 		$1.57M Sell
38,668
-2,812
-7% -$92.6K 0.03% 392
2023
Q3 		$1.14M Sell
41,480
-3,494
-8% -$113K 0.03% 415
2023
Q2 		$1.44M Sell
44,974
-414
-0.9% -$12.1K 0.03% 398
2023
Q1 		$1.41M Buy
+45,388
New +$1.51M 0.03% 409

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BOK Financial's CG Position: Q1 2026 in Review

BOK Financial sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 274 shares — an estimated $16.2K sold.

BOK Financial first reported a position in CG in Q1 2023 and held it in 11 quarters. The position peaked at $1.88M in Q1 2024. 604 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • BOK Financial reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • BOK Financial sold 274 Carlyle Group shares in Q1 2026, an estimated $16.2K.
  • BOK Financial first reported a position in Carlyle Group in Q1 2023 and held it in 11 quarters.
  • BOK Financial's Carlyle Group position peaked at $1.88M in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.