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Cascade Financial Partners’s Carlyle Secured Lending CGBD Stock Holding History

Cascade Financial Partners’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
2026
Q2 		$259K Buy
+24,620
New +$274K 0.02% 245
2025
Q3 		– Sell
-43,840
Closed -$600K – 264
2025
Q2 		$600K Buy
+43,840
New +$623K 0.07% 151

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Cascade Financial Partners's CGBD Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 24,620 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in CGBD as recently as Q2 2025.

Cascade Financial Partners first reported a position in CGBD in Q2 2025 and has held it in 2 quarters since. The position peaked at $600K in Q2 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Cascade Financial Partners held 24,620 shares of Carlyle Secured Lending worth $259K as of Q2 2026.
  • Carlyle Secured Lending was a new Cascade Financial Partners position in Q2 2026.
  • Carlyle Secured Lending made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #245 holding.
  • Cascade Financial Partners first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 2 quarters since.
  • Cascade Financial Partners's Carlyle Secured Lending position peaked at $600K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.