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Hager Investment Management Services’s Carlyle Secured Lending CGBD Stock Holding History

Hager Investment Management Services’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 		$1.92M Sell
182,377
-18,110
-9% -$202K 0.88% 41
2026
Q1 		$2.19M Sell
200,487
-23,717
-11% -$280K 1.21% 31
2025
Q4 		$2.8M Sell
224,204
-12,254
-5% -$153K 1.53% 22
2025
Q3 		$2.96M Buy
236,458
+195
+0.1% +$2.68K 1.6% 19
2025
Q2 		$3.23M Buy
236,263
+10,097
+4% +$144K 1.93% 16
2025
Q1 		$3.66M Sell
226,166
-2,101
-0.9% -$37.1K 2.56% 10
2024
Q4 		$4.09M Buy
+228,267
New +$3.94M 2.56% 10

Other funds holding CGBD

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hager Investment Management Services's CGBD Position: Q2 2026 in Review

Hager Investment Management Services reduced its Carlyle Secured Lending (CGBD) stake by 9% in Q2 2026, selling an estimated $202K and leaving 182,377 shares worth $1.92M. The position accounts for 0.88% of the portfolio, ranked #41.

Hager Investment Management Services first reported a position in CGBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2024. 33 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Hager Investment Management Services held 182,377 shares of Carlyle Secured Lending worth $1.92M as of Q2 2026.
  • Hager Investment Management Services sold 18,110 Carlyle Secured Lending shares in Q2 2026, an estimated $202K.
  • Carlyle Secured Lending made up 0.88% of Hager Investment Management Services's portfolio in Q2 2026, its #41 holding.
  • Hager Investment Management Services first reported a position in Carlyle Secured Lending in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Carlyle Secured Lending position peaked at $4.09M in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.