Clarus Group’s Carlyle Secured Lending CGBD Stock Holding History

Clarus Group’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	$224K	Hold	21,291	–	–	0.08%	114
2026 Q1	$233K	Hold	21,291	–	–	0.08%	93
2025 Q4	$266K	Hold	21,291	–	–	0.1%	82
2025 Q3	$266K	Hold	21,291	–	–	0.09%	85
2025 Q2	$291K	Hold	21,291	–	–	0.11%	81
2025 Q1	$344K	Hold	21,291	–	–	0.13%	69
2024 Q4	$382K	Sell	21,291 -8,173	-28%	-$141K	0.14%	70
2024 Q3	$500K	Hold	29,464	–	–	0.21%	52
2024 Q2	$523K	Hold	29,464	–	–	0.23%	55
2024 Q1	$480K	Hold	29,464	–	–	0.34%	53
2023 Q4	$441K	Hold	29,464	–	–	0.33%	54
2023 Q3	$427K	Hold	29,464	–	–	0.31%	54
2023 Q2	$429K	Hold	29,464	–	–	0.31%	54
2023 Q1	$401K	Hold	29,464	–	–	0.38%	44
2022 Q4	$422K	Hold	29,464	–	–	0.37%	47
2022 Q3	$337K	Hold	29,464	–	–	0.31%	55
2022 Q2	$374K	Hold	29,464	–	–	0.31%	55
2022 Q1	$424K	Sell	29,464 -15,537	-35%	-$220K	0.29%	55
2021 Q4	$617K	Hold	45,001	–	–	0.41%	36
2021 Q3	$603K	Hold	45,001	–	–	0.42%	34
2021 Q2	$605K	Hold	45,001	–	–	0.45%	31
2021 Q1	$614K	Hold	45,001	–	–	0.51%	29
2020 Q4	$538K	Buy	+45,001	New	+$446K	0.46%	37

Other funds holding CGBD

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Clarus Group's CGBD Position: Q2 2026 in Review

Clarus Group held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 21,291 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #114.

Clarus Group first reported a position in CGBD in Q4 2020 and has held it in 23 quarters since. The position peaked at $617K in Q4 2021. 33 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Clarus Group held 21,291 shares of Carlyle Secured Lending worth $224K as of Q2 2026.
Clarus Group left its Carlyle Secured Lending share count unchanged in Q2 2026.
Carlyle Secured Lending made up 0.08% of Clarus Group's portfolio in Q2 2026, its #114 holding.
Clarus Group first reported a position in Carlyle Secured Lending in Q4 2020 and has held it in 23 quarters since.
Clarus Group's Carlyle Secured Lending position peaked at $617K in Q4 2021.
33 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.