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Parkside Financial Bank & Trust’s Carlyle Group CG Stock Holding History

Parkside Financial Bank & Trust’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 		$22.9K Buy
474
+326
+220% +$18K ﹤0.01% 1252
2025
Q4 		$8.75K Buy
148
+43
+41% +$2.44K ﹤0.01% 1621
2025
Q3 		$6.58K Hold
105
– – ﹤0.01% 1660
2025
Q2 		$5.4K Sell
105
-21
-17% -$905 ﹤0.01% 1689
2025
Q1 		$5.49K Sell
126
-9
-7% -$446 ﹤0.01% 1613
2024
Q4 		$6.82K Buy
135
+12
+10% +$608 ﹤0.01% 1393
2024
Q3 		$5.3K Buy
123
+4
+3% +$168 ﹤0.01% 1418
2024
Q2 		$4.78K Hold
119
– – ﹤0.01% 1382
2024
Q1 		$5.58K Buy
119
+25
+27% +$1.08K ﹤0.01% 1315
2023
Q4 		$3.83K Sell
94
-3
-3% -$99 ﹤0.01% 1376
2023
Q3 		$2.93K Hold
97
– – ﹤0.01% 1541
2023
Q2 		$3.1K Sell
97
-620
-86% -$18.1K ﹤0.01% 1543
2023
Q1 		$22.3K Buy
717
+619
+632% +$20.7K 0.01% 849
2022
Q4 		$2.92K Buy
98
+11
+13% +$314 ﹤0.01% 1546
2022
Q3 		$2K Buy
87
+27
+45% +$889 ﹤0.01% 1510
2022
Q2 		$2K Buy
60
+50
+500% +$1.92K ﹤0.01% 1540
2022
Q1 		$0 Buy
10
+3
+43% +$144 ﹤0.01% 1836
2021
Q4 		$0 Buy
+7
New +$381 ﹤0.01% 1810

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

Parkside Financial Bank & Trust's CG Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Carlyle Group (CG) stake by 220% in Q1 2026, buying an estimated $18K and bringing the position to 474 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Parkside Financial Bank & Trust first reported a position in CG in Q4 2021 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Parkside Financial Bank & Trust held 474 shares of Carlyle Group worth $22.9K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 326 Carlyle Group shares in Q1 2026, an estimated $18K.
  • Carlyle Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1252 holding.
  • Parkside Financial Bank & Trust first reported a position in Carlyle Group in Q4 2021 and has held it in 18 quarters since.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.