M&T Bank
CG icon

M&T Bank’s Carlyle Group CG Stock Holding History

M&T 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
2023
Q2 		– Sell
-15
Closed -$150 – 1655
2023
Q1 		$150 Buy
+15
New +$500 ﹤0.01% 1694
2021
Q1 		– Sell
-5
Closed -$1K – 1585
2020
Q4 		$1K Buy
+5
New +$141 ﹤0.01% 1686

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

M&T Bank's CG Position: Q1 2026 in Review

M&T Bank reduced its Carlyle Group (CG) stake by 7.1% in Q1 2026, selling an estimated $21.2K and leaving 5,001 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

M&T Bank first reported a position in CG in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.79M in Q1 2020. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • M&T Bank held 5,001 shares of Carlyle Group worth $242K as of Q1 2026.
  • M&T Bank sold 384 Carlyle Group shares in Q1 2026, an estimated $21.2K.
  • Carlyle Group made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #1473 holding.
  • M&T Bank first reported a position in Carlyle Group in Q2 2013 and has held it in 44 quarters since.
  • M&T Bank's Carlyle Group position peaked at $3.79M in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.