ZBNA
CG icon

Zions Bancorporation, National Association’s Carlyle Group CG Stock Holding History

Zions Bancorporation, National Association’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 		$6.57K Buy
156
+22
+16% +$1.03K ﹤0.01% 1007
2026
Q1 		$6.48K Buy
134
+123
+1,118% +$6.78K ﹤0.01% 944
2025
Q4 		$650 Buy
+11
New +$625 ﹤0.01% 1173

Other funds holding CG

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Zions Bancorporation, National Association's CG Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Carlyle Group (CG) stake by 16% in Q2 2026, buying an estimated $1.03K and bringing the position to 156 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Zions Bancorporation, National Association first reported a position in CG in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Zions Bancorporation, National Association held 156 shares of Carlyle Group worth $6.57K as of Q2 2026.
  • Zions Bancorporation, National Association bought 22 Carlyle Group shares in Q2 2026, an estimated $1.03K.
  • Carlyle Group made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1007 holding.
  • Zions Bancorporation, National Association first reported a position in Carlyle Group in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.