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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
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

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
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

Farther Finance Advisors's CGBD Position: Q2 2026 in Review

Farther Finance Advisors increased its Carlyle Secured Lending (CGBD) stake by 2.3% in Q2 2026, buying an estimated $8.91K and bringing the position to 35,978 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Farther Finance Advisors first reported a position in CGBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q1 2026. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Farther Finance Advisors held 35,978 shares of Carlyle Secured Lending worth $379K as of Q2 2026.
  • Farther Finance Advisors bought 800 Carlyle Secured Lending shares in Q2 2026, an estimated $8.91K.
  • Carlyle Secured Lending made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1760 holding.
  • Farther Finance Advisors first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Carlyle Secured Lending position peaked at $382K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.