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NBT Bank’s Carlyle Group CG Stock Holding History

NBT 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 		$12.9K Buy
266
+207
+351% +$11.4K ﹤0.01% 652
2025
Q4 		$15.7K Sell
59
-4
-6% -$227 ﹤0.01% 619
2025
Q3 		$16.7K Sell
63
-203
-76% -$12.7K ﹤0.01% 625
2025
Q2 		$13.7K Hold
266
– – ﹤0.01% 628
2025
Q1 		$11.6K Hold
266
– – ﹤0.01% 646
2024
Q4 		$13.4K Hold
266
– – ﹤0.01% 628
2024
Q3 		$11.5K Hold
266
– – ﹤0.01% 676
2024
Q2 		$10.7K Hold
266
– – ﹤0.01% 475
2024
Q1 		$12.5K Hold
266
– – ﹤0.01% 467
2023
Q4 		$10.8K Buy
+266
New +$8.76K ﹤0.01% 466

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

NBT Bank's CG Position: Q1 2026 in Review

NBT Bank increased its Carlyle Group (CG) stake by 351% in Q1 2026, buying an estimated $11.4K and bringing the position to 266 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

NBT Bank first reported a position in CG in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.7K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • NBT Bank held 266 shares of Carlyle Group worth $12.9K as of Q1 2026.
  • NBT Bank bought 207 Carlyle Group shares in Q1 2026, an estimated $11.4K.
  • Carlyle Group made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #652 holding.
  • NBT Bank first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's Carlyle Group position peaked at $16.7K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.