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Advisory Research’s Carlyle Secured Lending CGBD Stock Holding History

Advisory Research’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,340
Closed -$142K – 147
2025
Q3 		$142K Buy
11,340
+953
+9% +$13.1K 0.02% 147
2025
Q2 		$142K Buy
+10,387
New +$148K 0.02% 140
2019
Q3 		– Sell
-75,597
Closed -$1.15M – 319
2019
Q2 		$1.15M Sell
75,597
-38,796
-34% -$580K 0.02% 235
2019
Q1 		$1.66M Sell
114,393
-3,625
-3% -$53.3K 0.03% 200
2018
Q4 		$1.46M Sell
118,018
-24,677
-17% -$374K 0.03% 198
2018
Q3 		$2.38M Sell
142,695
-55,543
-28% -$959K 0.04% 184
2018
Q2 		$3.37M Sell
198,238
-36,630
-16% -$652K 0.05% 178
2018
Q1 		$4.2M Buy
234,868
+24,355
+12% +$436K 0.08% 153
2017
Q4 		$4.22M Buy
210,513
+10,172
+5% +$188K 0.07% 161
2017
Q3 		$3.77M Buy
200,341
+87,416
+77% +$1.61M 0.06% 168
2017
Q2 		$2.03M Buy
+112,925
New +$2.06M 0.03% 220

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Advisory Research's CGBD Position: Q4 2025 in Review

Advisory Research sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 11,340 shares — an estimated $142K sold.

Advisory Research first reported a position in CGBD in Q2 2017 and held it in 11 quarters. The position peaked at $4.22M in Q4 2017. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Advisory Research reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Advisory Research sold 11,340 Carlyle Secured Lending shares in Q4 2025, an estimated $142K.
  • Advisory Research first reported a position in Carlyle Secured Lending in Q2 2017 and held it in 11 quarters.
  • Advisory Research's Carlyle Secured Lending position peaked at $4.22M in Q4 2017.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Advisory Research's 13F filing for Q4 2025, filed 13 Feb 2026.