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Commerce Bank’s Carlyle Group CG Stock Holding History

Commerce Bank’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 		– Sell
-4,411
Closed -$213K – 1342
2026
Q1 		$213K Sell
4,411
-750
-15% -$41.4K ﹤0.01% 1250
2025
Q4 		$305K Buy
5,161
+212
+4% +$12K ﹤0.01% 1074
2025
Q3 		$310K Buy
+4,949
New +$309K ﹤0.01% 1049
2024
Q2 		– Sell
-4,944
Closed -$232K – 1199
2024
Q1 		$232K Buy
+4,944
New +$214K ﹤0.01% 1107

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

Commerce Bank's CG Position: Q2 2026 in Review

Commerce Bank sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 4,411 shares — an estimated $213K sold.

Commerce Bank first reported a position in CG in Q1 2024 and held it in 4 quarters. The position peaked at $310K in Q3 2025. 587 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Commerce Bank reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Commerce Bank sold 4,411 Carlyle Group shares in Q2 2026, an estimated $213K.
  • Commerce Bank first reported a position in Carlyle Group in Q1 2024 and held it in 4 quarters.
  • Commerce Bank's Carlyle Group position peaked at $310K in Q3 2025.
  • 587 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.