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Patton Albertson Miller Group’s Carlyle Secured Lending CGBD Stock Holding History

Patton Albertson Miller 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 		– Sell
-25,114
Closed -$314K – 217
2025
Q3 		$314K Hold
25,114
– – 0.04% 182
2025
Q2 		$344K Buy
+25,114
New +$357K 0.05% 178
2020
Q2 		– Sell
-13,750
Closed -$72K – 207
2020
Q1 		$72K Buy
+13,750
New +$163K 0.02% 208

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Patton Albertson Miller Group's CGBD Position: Q4 2025 in Review

Patton Albertson Miller Group sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 25,114 shares — an estimated $314K sold.

Patton Albertson Miller Group first reported a position in CGBD in Q1 2020 and held it in 3 quarters. The position peaked at $344K in Q2 2025. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Patton Albertson Miller Group reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Patton Albertson Miller Group sold 25,114 Carlyle Secured Lending shares in Q4 2025, an estimated $314K.
  • Patton Albertson Miller Group first reported a position in Carlyle Secured Lending in Q1 2020 and held it in 3 quarters.
  • Patton Albertson Miller Group's Carlyle Secured Lending position peaked at $344K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Patton Albertson Miller Group's 13F filing for Q4 2025, filed 3 Feb 2026.