CIBC Private Wealth Group
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CIBC Private Wealth Group’s Carlyle Group CG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$104K Sell
1,759
-495
-22% -$28.1K ﹤0.01% 1494
2025
Q3 		$141K Buy
2,254
+1,054
+88% +$65.8K ﹤0.01% 1330
2025
Q2 		$61.7K Sell
1,200
-677
-36% -$29.2K ﹤0.01% 1581
2025
Q1 		$66.5K Buy
1,877
+27
+1% +$1.34K ﹤0.01% 1529
2024
Q4 		$96.8K Sell
1,850
-9
-0.5% -$456 ﹤0.01% 1428
2024
Q3 		$80K Buy
1,859
+9
+0.5% +$378 ﹤0.01% 1588
2024
Q2 		$74.9K Buy
1,850
+700
+61% +$30.2K ﹤0.01% 1509
2024
Q1 		$53.4K Buy
+1,150
New +$49.7K ﹤0.01% 1648
2018
Q3 		– Sell
-1,400
Closed -$30K – 1080
2018
Q2 		$30K Hold
1,400
– – ﹤0.01% 1303
2018
Q1 		$30K Sell
1,400
-1,500
-52% -$35.3K ﹤0.01% 1282
2017
Q4 		$66K Buy
+2,900
New +$64.8K ﹤0.01% 1109

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

CIBC Private Wealth Group's CG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Carlyle Group (CG) stake by 22% in Q4 2025, selling an estimated $28.1K and leaving 1,759 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

CIBC Private Wealth Group first reported a position in CG in Q4 2017 and has held it in 11 quarters since. The position peaked at $141K in Q3 2025. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • CIBC Private Wealth Group held 1,759 shares of Carlyle Group worth $104K as of Q4 2025.
  • CIBC Private Wealth Group sold 495 Carlyle Group shares in Q4 2025, an estimated $28.1K.
  • Carlyle Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1494 holding.
  • CIBC Private Wealth Group first reported a position in Carlyle Group in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Carlyle Group position peaked at $141K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.