CBU
CG icon

CIBC Bancorp USA’s Carlyle Group CG Stock Holding History

CIBC Bancorp USA’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 		$503K Buy
11,943
+128
+1% +$6.01K ﹤0.01% 1307
2026
Q1 		$572K Buy
+11,815
New +$652K ﹤0.01% 1188
2025
Q3 		$528K Buy
+8,417
New +$526K ﹤0.01% 841

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

CIBC Bancorp USA's CG Position: Q2 2026 in Review

CIBC Bancorp USA increased its Carlyle Group (CG) stake by 1.1% in Q2 2026, buying an estimated $6.01K and bringing the position to 11,943 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

CIBC Bancorp USA first reported a position in CG in Q3 2025 and has held it in 3 quarters since. The position peaked at $572K in Q1 2026. 547 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • CIBC Bancorp USA held 11,943 shares of Carlyle Group worth $503K as of Q2 2026.
  • CIBC Bancorp USA bought 128 Carlyle Group shares in Q2 2026, an estimated $6.01K.
  • Carlyle Group made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1307 holding.
  • CIBC Bancorp USA first reported a position in Carlyle Group in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's Carlyle Group position peaked at $572K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.