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Samalin Investment Counsel’s Carlyle Secured Lending CGBD Stock Holding History

Samalin Investment Counsel’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 		$1.13M Buy
107,636
+529
+0.5% +$5.89K 0.35% 74
2026
Q1 		$1.17M Buy
107,107
+9,653
+10% +$114K 0.42% 62
2025
Q4 		$1.22M Buy
+97,454
New +$1.21M 0.43% 56

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

Samalin Investment Counsel's CGBD Position: Q2 2026 in Review

Samalin Investment Counsel increased its Carlyle Secured Lending (CGBD) stake by 0.49% in Q2 2026, buying an estimated $5.89K and bringing the position to 107,636 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #74.

Samalin Investment Counsel first reported a position in CGBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Samalin Investment Counsel held 107,636 shares of Carlyle Secured Lending worth $1.13M as of Q2 2026.
  • Samalin Investment Counsel bought 529 Carlyle Secured Lending shares in Q2 2026, an estimated $5.89K.
  • Carlyle Secured Lending made up 0.35% of Samalin Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Samalin Investment Counsel first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 3 quarters since.
  • Samalin Investment Counsel's Carlyle Secured Lending position peaked at $1.22M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.