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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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Commerce Bank's CG Position: Q1 2026 in Review

Commerce Bank reduced its Carlyle Group (CG) stake by 15% in Q1 2026, selling an estimated $41.4K and leaving 4,411 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Commerce Bank first reported a position in CG in Q1 2024 and has held it in 4 quarters since. The position peaked at $310K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Commerce Bank held 4,411 shares of Carlyle Group worth $213K as of Q1 2026.
  • Commerce Bank sold 750 Carlyle Group shares in Q1 2026, an estimated $41.4K.
  • Carlyle Group made up ﹤0.01% of Commerce Bank's portfolio in Q1 2026, its #1250 holding.
  • Commerce Bank first reported a position in Carlyle Group in Q1 2024 and has held it in 4 quarters since.
  • Commerce Bank's Carlyle Group position peaked at $310K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.