Russell Investments Group
CGBD icon

Russell Investments Group’s Carlyle Secured Lending CGBD Stock Holding History

Russell Investments 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 		$9.17M Buy
870,513
+283,330
+48% +$3.16M 0.01% 1126
2026
Q1 		$6.42M Buy
587,183
+384,543
+190% +$4.54M 0.01% 1204
2025
Q4 		$2.53M Buy
+202,640
New +$2.52M ﹤0.01% 1742
2022
Q4 		– Sell
-15,786
Closed -$182K – 2902
2022
Q3 		$182K Buy
15,786
+14,019
+793% +$190K ﹤0.01% 2563
2022
Q2 		$22K Buy
+1,767
New +$24.8K ﹤0.01% 2791

Other funds holding CGBD

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HIMS
Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Russell Investments Group's CGBD Position: Q2 2026 in Review

Russell Investments Group increased its Carlyle Secured Lending (CGBD) stake by 48% in Q2 2026, buying an estimated $3.16M and bringing the position to 870,513 shares worth $9.17M. The position accounts for 0.01% of the portfolio, ranked #1126.

Russell Investments Group first reported a position in CGBD in Q2 2022 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Russell Investments Group held 870,513 shares of Carlyle Secured Lending worth $9.17M as of Q2 2026.
  • Russell Investments Group bought 283,330 Carlyle Secured Lending shares in Q2 2026, an estimated $3.16M.
  • Carlyle Secured Lending made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #1126 holding.
  • Russell Investments Group first reported a position in Carlyle Secured Lending in Q2 2022 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.