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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

UMB Bank's CG Position: Q2 2026 in Review

UMB Bank reduced its Carlyle Group (CG) stake by 9.5% in Q2 2026, selling an estimated $17.5K and leaving 3,557 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

UMB Bank first reported a position in CG in Q4 2021 and has held it in 19 quarters since. The position peaked at $343K in Q4 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • UMB Bank held 3,557 shares of Carlyle Group worth $150K as of Q2 2026.
  • UMB Bank sold 372 Carlyle Group shares in Q2 2026, an estimated $17.5K.
  • Carlyle Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #850 holding.
  • UMB Bank first reported a position in Carlyle Group in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Carlyle Group position peaked at $343K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.