Park Avenue Securities’s Carlyle Secured Lending CGBD Stock Holding History

Park Avenue Securities’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	$1.98M	Buy	+188,424	New	+$2.1M	0.01%	685

Other funds holding CGBD

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's CGBD Position: Q2 2026 in Review

Park Avenue Securities opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 188,424 shares worth $1.98M. The stake represents 0.01% of the portfolio and ranks #685 among its holdings.

21 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Park Avenue Securities held 188,424 shares of Carlyle Secured Lending worth $1.98M as of Q2 2026.
Carlyle Secured Lending was a new Park Avenue Securities position in Q2 2026.
Carlyle Secured Lending made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #685 holding.
21 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.