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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
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 $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Harbour Investments's CGBD Position: Q1 2026 in Review

Harbour Investments opened a new position in Carlyle Secured Lending (CGBD) in Q1 2026: 1,909 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #2863 among its holdings. This is a return to the name: Harbour Investments previously reported a position in CGBD as recently as Q3 2021.

Harbour Investments first reported a position in CGBD in Q1 2021 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Harbour Investments held 1,909 shares of Carlyle Secured Lending worth $20.9K as of Q1 2026.
  • Carlyle Secured Lending was a new Harbour Investments position in Q1 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2863 holding.
  • Harbour Investments first reported a position in Carlyle Secured Lending in Q1 2021 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.