CIBC Asset Management
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CIBC Asset Management’s Carlyle Group CG Stock Holding History

CIBC Asset Management’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 		$739K Buy
15,269
+609
+4% +$33.6K ﹤0.01% 735
2025
Q4 		$867K Buy
14,660
+445
+3% +$25.3K ﹤0.01% 721
2025
Q3 		$891K Buy
14,215
+67
+0.5% +$4.18K ﹤0.01% 698
2025
Q2 		$727K Buy
14,148
+61
+0.4% +$2.63K ﹤0.01% 709
2025
Q1 		$614K Buy
14,087
+613
+5% +$30.4K ﹤0.01% 717
2024
Q4 		$680K Buy
13,474
+1,291
+11% +$65.4K ﹤0.01% 709
2024
Q3 		$525K Buy
12,183
+569
+5% +$23.9K ﹤0.01% 738
2024
Q2 		$466K Buy
11,614
+4,873
+72% +$210K ﹤0.01% 751
2024
Q1 		$316K Buy
6,741
+14
+0.2% +$605 ﹤0.01% 818
2023
Q4 		$274K Sell
6,727
-571
-8% -$18.8K ﹤0.01% 843
2023
Q3 		$220K Buy
7,298
+789
+12% +$25.4K ﹤0.01% 898
2023
Q2 		$208K Buy
6,509
+3
+0% +$88 ﹤0.01% 955
2023
Q1 		$202K Sell
6,506
-4,051
-38% -$135K ﹤0.01% 932
2022
Q4 		$315K Sell
10,557
-3,920
-27% -$112K ﹤0.01% 799
2022
Q3 		$374K Buy
14,477
+14
+0.1% +$461 ﹤0.01% 822
2022
Q2 		$458K Sell
14,463
-26,926
-65% -$1.03M ﹤0.01% 767
2022
Q1 		$2.02M Buy
41,389
+26,188
+172% +$1.25M 0.01% 545
2021
Q4 		$835K Buy
15,201
+884
+6% +$48.1K ﹤0.01% 733
2021
Q3 		$677K Buy
14,317
+1,164
+9% +$55.8K ﹤0.01% 756
2021
Q2 		$611K Buy
13,153
+7
+0.1% +$298 ﹤0.01% 774
2021
Q1 		$483K Buy
+13,146
New +$461K ﹤0.01% 796

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIBC Asset Management's CG Position: Q1 2026 in Review

CIBC Asset Management increased its Carlyle Group (CG) stake by 4.2% in Q1 2026, buying an estimated $33.6K and bringing the position to 15,269 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

CIBC Asset Management first reported a position in CG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.02M in Q1 2022. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • CIBC Asset Management held 15,269 shares of Carlyle Group worth $739K as of Q1 2026.
  • CIBC Asset Management bought 609 Carlyle Group shares in Q1 2026, an estimated $33.6K.
  • Carlyle Group made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #735 holding.
  • CIBC Asset Management first reported a position in Carlyle Group in Q1 2021 and has held it in 21 quarters since.
  • CIBC Asset Management's Carlyle Group position peaked at $2.02M in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.