Swedbank’s Carlyle Group CG Stock Holding History

Swedbank’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	$1.06M	Hold	26,842	–	–	﹤0.01%	660
2026 Q2	$1.13M	Hold	26,842	–	–	﹤0.01%	669
2026 Q1	$1.3M	Hold	26,842	–	–	﹤0.01%	650
2025 Q4	$1.59M	Hold	26,842	–	–	﹤0.01%	643
2025 Q3	$1.68M	Hold	26,842	–	–	﹤0.01%	623
2025 Q2	$1.38M	Hold	26,842	–	–	﹤0.01%	621
2025 Q1	$1.17M	Buy	26,842 +11,016	+70%	+$546K	﹤0.01%	648
2024 Q4	$799K	Hold	15,826	–	–	﹤0.01%	665
2024 Q3	$681K	Hold	15,826	–	–	﹤0.01%	661
2024 Q2	$635K	Buy	15,826 +42	+0.3%	+$1.81K	﹤0.01%	662
2024 Q1	$740K	Hold	15,784	–	–	﹤0.01%	662
2023 Q4	$642K	Sell	15,784 -28,430	-64%	-$936K	﹤0.01%	662
2023 Q3	$1.33M	Hold	44,214	–	–	﹤0.01%	609
2023 Q2	$1.41M	Hold	44,214	–	–	﹤0.01%	611
2023 Q1	$1.37M	Sell	44,214 -22,429	-34%	-$748K	﹤0.01%	615
2022 Q4	$1.99M	Hold	66,643	–	–	﹤0.01%	586
2022 Q3	$1.72M	Hold	66,643	–	–	﹤0.01%	598
2022 Q2	$2.11M	Buy	66,643 +50,859	+322%	+$1.95M	﹤0.01%	594
2022 Q1	$772K	Hold	15,784	–	–	﹤0.01%	691
2021 Q4	$858K	Hold	15,784	–	–	﹤0.01%	703
2021 Q3	$746K	Buy	+15,784	New	+$757K	﹤0.01%	702

Other funds holding CG

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Swedbank's CG Position: Q3 2026 in Review

Swedbank held its Carlyle Group (CG) position steady in Q3 2026 at 26,842 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Swedbank first reported a position in CG in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.11M in Q2 2022. 297 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Swedbank held 26,842 shares of Carlyle Group worth $1.06M as of Q3 2026.
Swedbank left its Carlyle Group share count unchanged in Q3 2026.
Carlyle Group made up ﹤0.01% of Swedbank's portfolio in Q3 2026, its #660 holding.
Swedbank first reported a position in Carlyle Group in Q3 2021 and has held it in 21 quarters since.
Swedbank's Carlyle Group position peaked at $2.11M in Q2 2022.
297 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.