First Affirmative Financial Network
CGBD icon

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
Q3 		$139K Buy
+13,024
New +$143K 0.03% 391
2026
Q1 		$110K Buy
+10,084
New +$119K 0.04% 316

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First Affirmative Financial Network's CGBD Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Carlyle Secured Lending (CGBD) in Q3 2026: 13,024 shares worth $139K. The stake represents 0.03% of the portfolio and ranks #391 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CGBD as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CGBD in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

  • First Affirmative Financial Network held 13,024 shares of Carlyle Secured Lending worth $139K as of Q3 2026.
  • Carlyle Secured Lending was a new First Affirmative Financial Network position in Q3 2026.
  • Carlyle Secured Lending made up 0.03% of First Affirmative Financial Network's portfolio in Q3 2026, its #391 holding.
  • First Affirmative Financial Network first reported a position in Carlyle Secured Lending in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.