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Community Bank’s Carlyle Group CG Stock Holding History

Community 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 		$41.2K Buy
978
+206
+27% +$9.68K ﹤0.01% 334
2026
Q1 		$37.3K Hold
772
– – ﹤0.01% 330
2025
Q4 		$45.6K Hold
772
– – 0.01% 316
2025
Q3 		$48.4K Buy
+772
New +$48.2K 0.01% 297

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 $3.38T AUM 44.17% 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

Community Bank's CG Position: Q2 2026 in Review

Community Bank increased its Carlyle Group (CG) stake by 27% in Q2 2026, buying an estimated $9.68K and bringing the position to 978 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Community Bank first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $48.4K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Community Bank held 978 shares of Carlyle Group worth $41.2K as of Q2 2026.
  • Community Bank bought 206 Carlyle Group shares in Q2 2026, an estimated $9.68K.
  • Carlyle Group made up ﹤0.01% of Community Bank's portfolio in Q2 2026, its #334 holding.
  • Community Bank first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
  • Community Bank's Carlyle Group position peaked at $48.4K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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