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LGT Financial Advisors’s Carlyle Secured Lending CGBD Stock Holding History

LGT Financial Advisors’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 		$13.6K Hold
1,290
– – 0.07% 116
2026
Q1 		$14.1K Hold
1,290
– – 0.07% 114
2025
Q4 		$16.1K Buy
+1,290
New +$16.1K 0.1% 107

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

LGT Financial Advisors's CGBD Position: Q2 2026 in Review

LGT Financial Advisors held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 1,290 shares worth $13.6K. The position accounts for 0.07% of the portfolio, ranked #116.

LGT Financial Advisors first reported a position in CGBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • LGT Financial Advisors held 1,290 shares of Carlyle Secured Lending worth $13.6K as of Q2 2026.
  • LGT Financial Advisors left its Carlyle Secured Lending share count unchanged in Q2 2026.
  • Carlyle Secured Lending made up 0.07% of LGT Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • LGT Financial Advisors first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 3 quarters since.
  • LGT Financial Advisors's Carlyle Secured Lending position peaked at $16.1K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.