Comerica Bank
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Comerica Bank’s Carlyle Secured Lending CGBD Stock Holding History

Comerica Bank’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 		$1.24M Buy
99,255
+256
+0.3% +$3.19K ﹤0.01% 1396
2025
Q3 		$1.24M Buy
98,999
+10,632
+12% +$146K ﹤0.01% 1421
2025
Q2 		$1.21M Hold
88,367
– – ﹤0.01% 1421
2025
Q1 		$1.43M Sell
88,367
-78
-0.1% -$1.38K 0.01% 1297
2024
Q4 		$1.59M Buy
88,445
+79,227
+859% +$1.37M 0.01% 1273
2024
Q3 		$156K Buy
9,218
+112
+1% +$1.93K ﹤0.01% 2390
2024
Q2 		$162K Sell
9,106
-3,188
-26% -$55.3K ﹤0.01% 2347
2024
Q1 		$200K Sell
12,294
-360
-3% -$5.64K ﹤0.01% 2302
2023
Q4 		$189K Buy
12,654
+35
+0.3% +$509 ﹤0.01% 2271
2023
Q3 		$183K Buy
+12,619
New +$189K ﹤0.01% 2243
2022
Q3 		– Sell
-11,385
Closed -$148K – 2129
2022
Q2 		$148K Hold
11,385
– – ﹤0.01% 2109
2022
Q1 		$169K Hold
11,385
– – ﹤0.01% 2117
2021
Q4 		$160K Hold
11,385
– – ﹤0.01% 2112
2021
Q3 		$161K Hold
11,385
– – ﹤0.01% 2163
2021
Q2 		$154K Hold
11,385
– – ﹤0.01% 2273
2021
Q1 		$156K Hold
11,385
– – ﹤0.01% 2271
2020
Q4 		$128K Buy
+11,385
New +$113K ﹤0.01% 2280

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

Comerica Bank's CGBD Position: Q4 2025 in Review

Comerica Bank increased its Carlyle Secured Lending (CGBD) stake by 0.26% in Q4 2025, buying an estimated $3.19K and bringing the position to 99,255 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Comerica Bank first reported a position in CGBD in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.59M in Q4 2024. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Comerica Bank held 99,255 shares of Carlyle Secured Lending worth $1.24M as of Q4 2025.
  • Comerica Bank bought 256 Carlyle Secured Lending shares in Q4 2025, an estimated $3.19K.
  • Carlyle Secured Lending made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #1396 holding.
  • Comerica Bank first reported a position in Carlyle Secured Lending in Q4 2020 and has held it in 17 quarters since.
  • Comerica Bank's Carlyle Secured Lending position peaked at $1.59M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.