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UMB Bank’s Carlyle Group CG Stock Holding History

UMB 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 		$190K Sell
3,929
-456
-10% -$25.1K ﹤0.01% 711
2025
Q4 		$259K Buy
4,385
+601
+16% +$34.1K ﹤0.01% 618
2025
Q3 		$237K Sell
3,784
-8
-0.2% -$500 ﹤0.01% 575
2025
Q2 		$195K Buy
3,792
+347
+10% +$14.9K ﹤0.01% 600
2025
Q1 		$150K Sell
3,445
-1,423
-29% -$70.6K ﹤0.01% 637
2024
Q4 		$246K Sell
4,868
-128
-3% -$6.49K ﹤0.01% 529
2024
Q3 		$215K Buy
4,996
+209
+4% +$8.77K ﹤0.01% 559
2024
Q2 		$192K Sell
4,787
-72
-1% -$3.11K ﹤0.01% 569
2024
Q1 		$228K Buy
4,859
+32
+0.7% +$1.38K ﹤0.01% 538
2023
Q4 		$196K Sell
4,827
-1,100
-19% -$36.2K ﹤0.01% 585
2023
Q3 		$179K Sell
5,927
-122
-2% -$3.93K ﹤0.01% 586
2023
Q2 		$193K Sell
6,049
-580
-9% -$16.9K ﹤0.01% 585
2023
Q1 		$206K Buy
6,629
+1,575
+31% +$52.6K ﹤0.01% 568
2022
Q4 		$151K Sell
5,054
-6,716
-57% -$192K ﹤0.01% 627
2022
Q3 		$304K Buy
11,770
+4,124
+54% +$136K 0.01% 504
2022
Q2 		$242K Buy
7,646
+1,402
+22% +$53.7K ﹤0.01% 589
2022
Q1 		$305K Hold
6,244
– – ﹤0.01% 567
2021
Q4 		$343K Buy
+6,244
New +$340K ﹤0.01% 561

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

UMB Bank's CG Position: Q1 2026 in Review

UMB Bank reduced its Carlyle Group (CG) stake by 10% in Q1 2026, selling an estimated $25.1K and leaving 3,929 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

UMB Bank first reported a position in CG in Q4 2021 and has held it in 18 quarters since. The position peaked at $343K in Q4 2021. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • UMB Bank held 3,929 shares of Carlyle Group worth $190K as of Q1 2026.
  • UMB Bank sold 456 Carlyle Group shares in Q1 2026, an estimated $25.1K.
  • Carlyle Group made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #711 holding.
  • UMB Bank first reported a position in Carlyle Group in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Carlyle Group position peaked at $343K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.