Mercer Global Advisors
CGBD icon

Mercer Global Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Mercer Global 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 		$185K Hold
17,562
– – ﹤0.01% 3281
2026
Q1 		$192K Hold
17,562
– – ﹤0.01% 2856
2025
Q4 		$219K Sell
17,562
-337
-2% -$4.2K ﹤0.01% 2486
2025
Q3 		$224K Buy
17,899
+9
+0.1% +$124 ﹤0.01% 2305
2025
Q2 		$245K Buy
+17,890
New +$254K ﹤0.01% 1968

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

Mercer Global Advisors's CGBD Position: Q2 2026 in Review

Mercer Global Advisors held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 17,562 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

Mercer Global Advisors first reported a position in CGBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $245K in Q2 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Mercer Global Advisors held 17,562 shares of Carlyle Secured Lending worth $185K as of Q2 2026.
  • Mercer Global Advisors left its Carlyle Secured Lending share count unchanged in Q2 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3281 holding.
  • Mercer Global Advisors first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Carlyle Secured Lending position peaked at $245K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.