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
Q3 		$619K Buy
15,620
+127
+0.8% +$5.76K ﹤0.01% 778
2026
Q2 		$652K Buy
15,493
+224
+1% +$10.5K ﹤0.01% 784
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

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CIBC Asset Management's CG Position: Q3 2026 in Review

CIBC Asset Management increased its Carlyle Group (CG) stake by 0.82% in Q3 2026, buying an estimated $5.76K and bringing the position to 15,620 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

CIBC Asset Management first reported a position in CG in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.02M in Q1 2022. 323 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • CIBC Asset Management held 15,620 shares of Carlyle Group worth $619K as of Q3 2026.
  • CIBC Asset Management bought 127 Carlyle Group shares in Q3 2026, an estimated $5.76K.
  • Carlyle Group made up ﹤0.01% of CIBC Asset Management's portfolio in Q3 2026, its #778 holding.
  • CIBC Asset Management first reported a position in Carlyle Group in Q1 2021 and has held it in 23 quarters since.
  • CIBC Asset Management's Carlyle Group position peaked at $2.02M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on CIBC Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.