Neuberger Berman Group
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Neuberger Berman Group’s Carlyle Secured Lending CGBD Stock Holding History

Neuberger Berman 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 		$686K Sell
65,157
-6,144
-9% -$68.4K ﹤0.01% 1673
2026
Q1 		$780K Sell
71,301
-1,783
-2% -$21.1K ﹤0.01% 1495
2025
Q4 		$913K Sell
73,084
-8,399
-10% -$105K ﹤0.01% 1431
2025
Q3 		$1.02M Buy
+81,483
New +$1.12M ﹤0.01% 1354
2024
Q4 		– Sell
-66,423
Closed -$1.13M – 1945
2024
Q3 		$1.13M Sell
66,423
-141,648
-68% -$2.44M ﹤0.01% 1266
2024
Q2 		$3.69M Sell
208,071
-61,944
-23% -$1.08M ﹤0.01% 974
2024
Q1 		$4.4M Sell
270,015
-163,813
-38% -$2.57M ﹤0.01% 963
2023
Q4 		$6.49M Buy
433,828
+201,580
+87% +$2.93M ﹤0.01% 1008
2023
Q3 		$3.37M Buy
232,248
+10,432
+5% +$156K ﹤0.01% 973
2023
Q2 		$3.23M Buy
221,816
+9,660
+5% +$134K ﹤0.01% 987
2023
Q1 		$2.89M Buy
212,156
+81,238
+62% +$1.2M ﹤0.01% 992
2022
Q4 		$1.87M Sell
130,918
-185,297
-59% -$2.47M ﹤0.01% 1081
2022
Q3 		$3.62M Buy
316,215
+18,811
+6% +$255K ﹤0.01% 951
2022
Q2 		$3.78M Buy
297,404
+33,487
+13% +$470K ﹤0.01% 970
2022
Q1 		$3.8M Buy
263,917
+78,206
+42% +$1.11M ﹤0.01% 1033
2021
Q4 		$2.55M Buy
185,711
+15,729
+9% +$218K ﹤0.01% 1132
2021
Q3 		$2.28M Sell
169,982
-8,239
-5% -$112K ﹤0.01% 1133
2021
Q2 		$2.35M Sell
178,221
-4,158
-2% -$56.6K ﹤0.01% 1137
2021
Q1 		$2.41M Sell
182,379
-39,695
-18% -$480K ﹤0.01% 1116
2020
Q4 		$2.28M Buy
+222,074
New +$2.2M ﹤0.01% 1083

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

Neuberger Berman Group's CGBD Position: Q2 2026 in Review

Neuberger Berman Group reduced its Carlyle Secured Lending (CGBD) stake by 8.6% in Q2 2026, selling an estimated $68.4K and leaving 65,157 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Neuberger Berman Group first reported a position in CGBD in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.49M in Q4 2023. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Neuberger Berman Group held 65,157 shares of Carlyle Secured Lending worth $686K as of Q2 2026.
  • Neuberger Berman Group sold 6,144 Carlyle Secured Lending shares in Q2 2026, an estimated $68.4K.
  • Carlyle Secured Lending made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1673 holding.
  • Neuberger Berman Group first reported a position in Carlyle Secured Lending in Q4 2020 and has held it in 20 quarters since.
  • Neuberger Berman Group's Carlyle Secured Lending position peaked at $6.49M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.