RCM
CGBD icon

Rivernorth Capital Management’s Carlyle Secured Lending CGBD Stock Holding History

Rivernorth Capital Management’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 		– Sell
-1,272,507
Closed -$13.9M – 596
2026
Q1 		$13.9M Sell
1,272,507
-628,221
-33% -$7.42M 0.7% 31
2025
Q4 		$23.7M Buy
1,900,728
+699,586
+58% +$8.71M 1.12% 19
2025
Q3 		$15M Buy
1,201,142
+844,129
+236% +$11.6M 0.86% 30
2025
Q2 		$4.88M Buy
+357,013
New +$5.08M 0.27% 107
2017
Q4 		– Sell
-75,196
Closed -$1.41M – 172
2017
Q3 		$1.41M Sell
75,196
-239,947
-76% -$4.42M 0.12% 100
2017
Q2 		$5.68M Buy
+315,143
New +$5.76M 0.43% 67

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

Rivernorth Capital Management's CGBD Position: Q2 2026 in Review

Rivernorth Capital Management sold out of Carlyle Secured Lending (CGBD) in Q2 2026, closing a stake of 1,272,507 shares — an estimated $13.9M sold.

Rivernorth Capital Management first reported a position in CGBD in Q2 2017 and held it in 6 quarters. The position peaked at $23.7M in Q4 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Rivernorth Capital Management reported no remaining Carlyle Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Rivernorth Capital Management sold 1,272,507 Carlyle Secured Lending shares in Q2 2026, an estimated $13.9M.
  • Rivernorth Capital Management first reported a position in Carlyle Secured Lending in Q2 2017 and held it in 6 quarters.
  • Rivernorth Capital Management's Carlyle Secured Lending position peaked at $23.7M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Rivernorth Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.