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Independent Financial Group’s Carlyle Secured Lending CGBD Stock Holding History

Independent Financial Group’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 		$296K Buy
28,072
+5,190
+23% +$57.8K 0.01% 1253
2026
Q1 		$250K Sell
22,882
-1,677
-7% -$19.8K 0.01% 1255
2025
Q4 		$307K Hold
24,559
– – 0.01% 1139
2025
Q3 		$307K Buy
24,559
+425
+2% +$5.83K 0.01% 1081
2025
Q2 		$330K Buy
24,134
+3,519
+17% +$50K 0.01% 982
2025
Q1 		$334K Hold
20,615
– – 0.01% 881
2024
Q4 		$370K Hold
20,615
– – 0.01% 821
2024
Q3 		$350K Hold
20,615
– – 0.01% 812
2024
Q2 		$366K Buy
20,615
+4,168
+25% +$72.3K 0.01% 745
2024
Q1 		$268K Hold
16,447
– – 0.01% 835
2023
Q4 		$246K Hold
16,447
– – 0.01% 809
2023
Q3 		$238K Sell
16,447
-5,062
-24% -$75.8K 0.02% 767
2023
Q2 		$313K Hold
21,509
– – 0.02% 630
2023
Q1 		$293K Buy
21,509
+1,294
+6% +$19K 0.02% 614
2022
Q4 		$289K Buy
20,215
+4,000
+25% +$53.4K 0.02% 571
2022
Q3 		$186K Hold
16,215
– – 0.02% 678
2022
Q2 		$206K Sell
16,215
-415
-2% -$5.82K 0.02% 633
2022
Q1 		$239K Hold
16,630
– – 0.02% 685
2021
Q4 		$228K Hold
16,630
– – 0.02% 684
2021
Q3 		$223K Hold
16,630
– – 0.02% 633
2021
Q2 		$220K Sell
16,630
-564
-3% -$7.67K 0.02% 636
2021
Q1 		$227K Sell
17,194
-245
-1% -$2.96K 0.03% 553
2020
Q4 		$179K Hold
17,439
– – 0.03% 529
2020
Q3 		$155K Buy
17,439
+2,710
+18% +$23.8K 0.03% 476
2020
Q2 		$126K Hold
14,729
– – 0.03% 452
2020
Q1 		$76.9K Buy
+14,729
New +$174K 0.02% 392

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

Independent Financial Group's CGBD Position: Q2 2026 in Review

Independent Financial Group increased its Carlyle Secured Lending (CGBD) stake by 23% in Q2 2026, buying an estimated $57.8K and bringing the position to 28,072 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1253.

Independent Financial Group first reported a position in CGBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $370K in Q4 2024. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Independent Financial Group held 28,072 shares of Carlyle Secured Lending worth $296K as of Q2 2026.
  • Independent Financial Group bought 5,190 Carlyle Secured Lending shares in Q2 2026, an estimated $57.8K.
  • Carlyle Secured Lending made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1253 holding.
  • Independent Financial Group first reported a position in Carlyle Secured Lending in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Carlyle Secured Lending position peaked at $370K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.