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Farther Finance Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Farther Finance Advisors’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
Q3 		$524K Buy
48,983
+13,005
+36% +$143K ﹤0.01% 1552
2026
Q2 		$379K Buy
35,978
+800
+2% +$8.91K ﹤0.01% 1760
2026
Q1 		$382K Buy
35,178
+13,978
+66% +$165K ﹤0.01% 1586
2025
Q4 		$265K Buy
21,200
+2,100
+11% +$26.1K ﹤0.01% 1730
2025
Q3 		$239K Buy
19,100
+18,050
+1,719% +$248K ﹤0.01% 1514
2025
Q2 		$14.4K Buy
+1,050
New +$14.9K ﹤0.01% 2873

Other funds holding CGBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's CGBD Position: Q3 2026 in Review

Farther Finance Advisors increased its Carlyle Secured Lending (CGBD) stake by 36% in Q3 2026, buying an estimated $143K and bringing the position to 48,983 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Farther Finance Advisors first reported a position in CGBD in Q2 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

  • Farther Finance Advisors held 48,983 shares of Carlyle Secured Lending worth $524K as of Q3 2026.
  • Farther Finance Advisors bought 13,005 Carlyle Secured Lending shares in Q3 2026, an estimated $143K.
  • Carlyle Secured Lending made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1552 holding.
  • Farther Finance Advisors first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.