Legal & General Group
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Legal & General Group’s Carlyle Secured Lending CGBD Stock Holding History

Legal & General 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 		$6.09M Buy
577,568
+25,986
+5% +$289K ﹤0.01% 1477
2026
Q1 		$6.03M Buy
551,582
+32,740
+6% +$387K ﹤0.01% 1410
2025
Q4 		$6.49M Buy
518,842
+78,404
+18% +$976K ﹤0.01% 1420
2025
Q3 		$5.51M Sell
440,438
-19,432
-4% -$267K ﹤0.01% 1523
2025
Q2 		$6.29M Buy
459,870
+127,681
+38% +$1.82M ﹤0.01% 1439
2025
Q1 		$5.37M Sell
332,189
-4,427
-1% -$78.2K ﹤0.01% 1489
2024
Q4 		$6.04M Sell
336,616
-26,951
-7% -$465K ﹤0.01% 1476
2024
Q3 		$6.17M Sell
363,567
-36,171
-9% -$624K ﹤0.01% 1474
2024
Q2 		$7.09M Sell
399,738
-8,248
-2% -$143K ﹤0.01% 1333
2024
Q1 		$6.64M Buy
407,986
+11,266
+3% +$176K ﹤0.01% 1368
2023
Q4 		$5.93M Buy
396,720
+31,046
+8% +$452K ﹤0.01% 1419
2023
Q3 		$5.31M Sell
365,674
-1,550
-0.4% -$23.2K ﹤0.01% 1409
2023
Q2 		$5.35M Buy
367,224
+9,508
+3% +$132K ﹤0.01% 1431
2023
Q1 		$4.87M Buy
357,716
+17,978
+5% +$265K ﹤0.01% 1426
2022
Q4 		$4.87M Buy
339,738
+3,610
+1% +$48.2K ﹤0.01% 1421
2022
Q3 		$3.85M Buy
336,128
+23,064
+7% +$313K ﹤0.01% 1499
2022
Q2 		$3.98M Buy
313,064
+20,097
+7% +$282K ﹤0.01% 1531
2022
Q1 		$4.22M Sell
292,967
-19,666
-6% -$279K ﹤0.01% 1609
2021
Q4 		$4.29M Sell
312,633
-13,155
-4% -$182K ﹤0.01% 1658
2021
Q3 		$4.37M Sell
325,788
-22,950
-7% -$313K ﹤0.01% 1623
2021
Q2 		$4.6M Sell
348,738
-45,646
-12% -$621K ﹤0.01% 1579
2021
Q1 		$5.21M Sell
394,384
-8,928
-2% -$108K ﹤0.01% 1537
2020
Q4 		$4.13M Sell
403,312
-1,107
-0.3% -$11K ﹤0.01% 1561
2020
Q3 		$3.6M Buy
404,419
+37,038
+10% +$325K ﹤0.01% 1507
2020
Q2 		$3.15M Buy
367,381
+35,391
+11% +$276K ﹤0.01% 1524
2020
Q1 		$1.74M Buy
331,990
+21,031
+7% +$249K ﹤0.01% 1646
2019
Q4 		$4.16M Sell
310,959
-19,830
-6% -$275K ﹤0.01% 1466
2019
Q3 		$4.76M Buy
330,789
+17,328
+6% +$255K ﹤0.01% 1320
2019
Q2 		$4.78M Hold
313,461
– – ﹤0.01% 1294
2019
Q1 		$4.54M Buy
313,461
+28,891
+10% +$425K ﹤0.01% 1246
2018
Q4 		$3.53M Buy
284,570
+43,988
+18% +$668K ﹤0.01% 1269
2018
Q3 		$4.04M Buy
240,582
+7,773
+3% +$134K ﹤0.01% 1312
2018
Q2 		$3.96M Buy
+232,809
New +$4.14M ﹤0.01% 1271
2018
Q1 		– Sell
-449
Closed -$9K – 3283
2017
Q4 		$9K Buy
449
+8
+2% +$148 ﹤0.01% 3237
2017
Q3 		$8K Hold
441
– – ﹤0.01% 3285
2017
Q2 		$8K Buy
+441
New +$8.05K ﹤0.01% 3331

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

Legal & General Group's CGBD Position: Q2 2026 in Review

Legal & General Group increased its Carlyle Secured Lending (CGBD) stake by 4.7% in Q2 2026, buying an estimated $289K and bringing the position to 577,568 shares worth $6.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Legal & General Group first reported a position in CGBD in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.09M in Q2 2024. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Legal & General Group held 577,568 shares of Carlyle Secured Lending worth $6.09M as of Q2 2026.
  • Legal & General Group bought 25,986 Carlyle Secured Lending shares in Q2 2026, an estimated $289K.
  • Carlyle Secured Lending made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1477 holding.
  • Legal & General Group first reported a position in Carlyle Secured Lending in Q2 2017 and has held it in 36 quarters since.
  • Legal & General Group's Carlyle Secured Lending position peaked at $7.09M in Q2 2024.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.