First Affirmative Financial Network’s Carlyle Secured Lending CGBD Stock Holding History

First Affirmative Financial Network’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 Q1	$110K	Buy	+10,084	New	+$119K	0.04%	316

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

First Affirmative Financial Network's CGBD Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Carlyle Secured Lending (CGBD) in Q1 2026: 10,084 shares worth $110K. The stake represents 0.04% of the portfolio and ranks #316 among its holdings.

154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

First Affirmative Financial Network held 10,084 shares of Carlyle Secured Lending worth $110K as of Q1 2026.
Carlyle Secured Lending was a new First Affirmative Financial Network position in Q1 2026.
Carlyle Secured Lending made up 0.04% of First Affirmative Financial Network's portfolio in Q1 2026, its #316 holding.
154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.