CIBC World Market
CG icon

CIBC World Market’s Carlyle Group CG Stock Holding History

CIBC World Market’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 		$472K Buy
+11,212
New +$527K ﹤0.01% 1229
2015
Q4 		– Sell
-22,000
Closed -$370K – 886
2015
Q3 		$370K Buy
+22,000
New +$517K ﹤0.01% 689
2015
Q2 		– Sell
-40,955
Closed -$1.11M – 900
2015
Q1 		$1.11M Buy
40,955
+12,418
+44% +$330K ﹤0.01% 420
2014
Q4 		$785K Sell
28,537
-10,957
-28% -$311K ﹤0.01% 516
2014
Q3 		$1.2M Buy
+39,494
New +$1.29M ﹤0.01% 368

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 World Market's CG Position: Q2 2026 in Review

CIBC World Market opened a new position in Carlyle Group (CG) in Q2 2026: 11,212 shares worth $472K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: CIBC World Market previously reported a position in CG as recently as Q3 2015.

CIBC World Market first reported a position in CG in Q3 2014 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2014. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • CIBC World Market held 11,212 shares of Carlyle Group worth $472K as of Q2 2026.
  • Carlyle Group was a new CIBC World Market position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1229 holding.
  • CIBC World Market first reported a position in Carlyle Group in Q3 2014 and has held it in 5 quarters since.
  • CIBC World Market's Carlyle Group position peaked at $1.2M in Q3 2014.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.