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Harbour Investments’s Carlyle Secured Lending CGBD Stock Holding History

Harbour Investments’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 		$20.8K Buy
1,976
+67
+4% +$746 ﹤0.01% 2925
2026
Q1 		$20.9K Buy
+1,909
New +$22.5K ﹤0.01% 2863
2021
Q4 		– Sell
-1,136
Closed -$15K – 2790
2021
Q3 		$15K Buy
1,136
+30
+3% +$410 ﹤0.01% 2431
2021
Q2 		$15K Buy
1,106
+29
+3% +$395 ﹤0.01% 2492
2021
Q1 		$14K Buy
+1,077
New +$13K ﹤0.01% 2397

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

Harbour Investments's CGBD Position: Q2 2026 in Review

Harbour Investments increased its Carlyle Secured Lending (CGBD) stake by 3.5% in Q2 2026, buying an estimated $746 and bringing the position to 1,976 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Harbour Investments first reported a position in CGBD in Q1 2021 and has held it in 5 quarters since. The position peaked at $20.9K in Q1 2026. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Harbour Investments held 1,976 shares of Carlyle Secured Lending worth $20.8K as of Q2 2026.
  • Harbour Investments bought 67 Carlyle Secured Lending shares in Q2 2026, an estimated $746.
  • Carlyle Secured Lending made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2925 holding.
  • Harbour Investments first reported a position in Carlyle Secured Lending in Q1 2021 and has held it in 5 quarters since.
  • Harbour Investments's Carlyle Secured Lending position peaked at $20.9K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.