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Prime Capital Investment Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Prime Capital Investment 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
2025
Q3 		– Sell
-2,204,508
Closed -$30.2M – 1038
2025
Q2 		$30.2M Buy
+2,204,508
New +$31.3M 0.4% 53

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Prime Capital Investment Advisors's CGBD Position: Q3 2025 in Review

Prime Capital Investment Advisors sold out of Carlyle Secured Lending (CGBD) in Q3 2025, closing a stake of 2,204,508 shares — an estimated $30.2M sold.

Prime Capital Investment Advisors first reported a position in CGBD in Q2 2025 and held it in 1 quarter. The position peaked at $30.2M in Q2 2025. 149 funds tracked by Wall St. Rank hold CGBD as of Q3 2025.

  • Prime Capital Investment Advisors reported no remaining Carlyle Secured Lending position as of Q3 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,204,508 Carlyle Secured Lending shares in Q3 2025, an estimated $30.2M.
  • Prime Capital Investment Advisors first reported a position in Carlyle Secured Lending in Q2 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Carlyle Secured Lending position peaked at $30.2M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.