Sumitomo Mitsui Trust Group
CG icon

Sumitomo Mitsui Trust Group’s Carlyle Group CG Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$20.2M Sell
509,869
-9,373
-2% -$425K 0.01% 599
2026
Q2 		$21.9M Buy
519,242
+35,550
+7% +$1.67M 0.01% 612
2026
Q1 		$23.4M Sell
483,692
-23,848
-5% -$1.32M 0.02% 603
2025
Q4 		$30M Sell
507,540
-27,043
-5% -$1.54M 0.02% 583
2025
Q3 		$33.5M Buy
534,583
+11,202
+2% +$700K 0.02% 569
2025
Q2 		$26.9M Buy
523,381
+34,326
+7% +$1.48M 0.02% 601
2025
Q1 		$21.3M Sell
489,055
-20,483
-4% -$1.02M 0.02% 630
2024
Q4 		$25.7M Buy
509,538
+7,891
+2% +$400K 0.02% 611
2024
Q3 		$21.6M Buy
501,647
+10,448
+2% +$438K 0.02% 631
2024
Q2 		$19.7M Sell
491,199
-12,326
-2% -$532K 0.01% 636
2024
Q1 		$23.6M Buy
503,525
+4,766
+1% +$206K 0.02% 679
2023
Q4 		$20.3M Sell
498,759
-4,125
-0.8% -$136K 0.02% 702
2023
Q3 		$15.2M Sell
502,884
-2,747
-0.5% -$88.5K 0.01% 735
2023
Q2 		$16.2M Sell
505,631
-45,466
-8% -$1.33M 0.01% 739
2023
Q1 		$17.1M Sell
551,097
-3,324
-0.6% -$111K 0.01% 737
2022
Q4 		$16.5M Sell
554,421
-13,709
-2% -$391K 0.01% 740
2022
Q3 		$14.7M Buy
568,130
+13,792
+2% +$454K 0.01% 750
2022
Q2 		$17.6M Buy
554,338
+117,731
+27% +$4.51M 0.01% 739
2022
Q1 		$21.4M Buy
436,607
+42,264
+11% +$2.02M 0.01% 718
2021
Q4 		$21.6M Sell
394,343
-8,528
-2% -$464K 0.01% 706
2021
Q3 		$19M Sell
402,871
-118,229
-23% -$5.67M 0.01% 723
2021
Q2 		$24.2M Sell
521,100
-158,091
-23% -$6.73M 0.01% 706
2021
Q1 		$25M Buy
679,191
+211,620
+45% +$7.42M 0.02% 687
2020
Q4 		$14.7M Sell
467,571
-59,343
-11% -$1.67M 0.01% 740
2020
Q3 		$13M Sell
526,914
-1,133
-0.2% -$30.6K 0.01% 735
2020
Q2 		$14.7M Buy
+528,047
New +$13.6M 0.01% 713

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Franklin Street Advisors
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Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Kerusso Capital Management
Kerusso Capital Management Winston Salem, North Carolina $306M AUM 24.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CG Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Carlyle Group (CG) stake by 1.8% in Q3 2026, selling an estimated $425K and leaving 509,869 shares worth $20.2M. The position accounts for 0.01% of the portfolio, ranked #599.

Sumitomo Mitsui Trust Group first reported a position in CG in Q2 2020 and has held it in 26 quarters since. The position peaked at $33.5M in Q3 2025. 171 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 509,869 shares of Carlyle Group worth $20.2M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 9,373 Carlyle Group shares in Q3 2026, an estimated $425K.
  • Carlyle Group made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #599 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Carlyle Group in Q2 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Carlyle Group position peaked at $33.5M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.