UMB Bank
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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
Q3 		$162K Buy
4,084
+527
+15% +$23.9K ﹤0.01% 810
2026
Q2 		$150K Sell
3,557
-372
-9% -$17.5K ﹤0.01% 850
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UMB Bank's CG Position: Q3 2026 in Review

UMB Bank increased its Carlyle Group (CG) stake by 15% in Q3 2026, buying an estimated $23.9K and bringing the position to 4,084 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

UMB Bank first reported a position in CG in Q4 2021 and has held it in 20 quarters since. The position peaked at $343K in Q4 2021. 475 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • UMB Bank held 4,084 shares of Carlyle Group worth $162K as of Q3 2026.
  • UMB Bank bought 527 Carlyle Group shares in Q3 2026, an estimated $23.9K.
  • Carlyle Group made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #810 holding.
  • UMB Bank first reported a position in Carlyle Group in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Carlyle Group position peaked at $343K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.