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Stock Yards Bank & Trust’s Carlyle Group CG Stock Holding History

Stock Yards 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 		– Sell
-3,425
Closed -$202K – 398
2025
Q4 		$202K Hold
3,425
– – 0.01% 390
2025
Q3 		$215K Buy
+3,425
New +$214K 0.01% 376
2024
Q2 		– Sell
-4,800
Closed -$225K – 380
2024
Q1 		$225K Buy
+4,800
New +$207K 0.01% 371

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

Stock Yards Bank & Trust's CG Position: Q1 2026 in Review

Stock Yards Bank & Trust sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 3,425 shares — an estimated $202K sold.

Stock Yards Bank & Trust first reported a position in CG in Q1 2024 and held it in 3 quarters. The position peaked at $225K in Q1 2024. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Stock Yards Bank & Trust reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 3,425 Carlyle Group shares in Q1 2026, an estimated $202K.
  • Stock Yards Bank & Trust first reported a position in Carlyle Group in Q1 2024 and held it in 3 quarters.
  • Stock Yards Bank & Trust's Carlyle Group position peaked at $225K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.