Wells Fargo’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-200
Closed -$10.3K – 7124
2025
Q2
$10.3K Hold
200
– – ﹤0.01% 5945
2025
Q1
$8.72K Buy
+200
New +$9.92K ﹤0.01% 5915

Other funds holding CG

Wells Fargo's CG Position: Q2 2026 in Review

Wells Fargo reduced its Carlyle Group (CG) stake by 0.16% in Q2 2026, selling an estimated $28.1K and leaving 381,044 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Wells Fargo first reported a position in CG in Q2 2013 and has held it in 53 quarters since. The position peaked at $45.1M in Q3 2021. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wells Fargo held 381,044 shares of Carlyle Group worth $16M as of Q2 2026.
  • Wells Fargo sold 599 Carlyle Group shares in Q2 2026, an estimated $28.1K.
  • Carlyle Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1811 holding.
  • Wells Fargo first reported a position in Carlyle Group in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Carlyle Group position peaked at $45.1M in Q3 2021.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.