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Nalls Sherbakoff Group’s Carlyle Secured Lending CGBD Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$9.37K Hold
750
– – 0.01% 330
2025
Q3 		$9.38K Hold
750
– – 0.01% 330
2025
Q2 		$10.3K Buy
+750
New +$10.7K 0.01% 327

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Nalls Sherbakoff Group's CGBD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Carlyle Secured Lending (CGBD) position steady in Q4 2025 at 750 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #330.

Nalls Sherbakoff Group first reported a position in CGBD in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q2 2025. 151 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Nalls Sherbakoff Group held 750 shares of Carlyle Secured Lending worth $9.37K as of Q4 2025.
  • Nalls Sherbakoff Group left its Carlyle Secured Lending share count unchanged in Q4 2025.
  • Carlyle Secured Lending made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #330 holding.
  • Nalls Sherbakoff Group first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 3 quarters since.
  • Nalls Sherbakoff Group's Carlyle Secured Lending position peaked at $10.3K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.