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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
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 $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Samalin Investment Counsel's CGBD Position: Q1 2026 in Review

Samalin Investment Counsel increased its Carlyle Secured Lending (CGBD) stake by 9.9% in Q1 2026, buying an estimated $114K and bringing the position to 107,107 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #62.

Samalin Investment Counsel first reported a position in CGBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Samalin Investment Counsel held 107,107 shares of Carlyle Secured Lending worth $1.17M as of Q1 2026.
  • Samalin Investment Counsel bought 9,653 Carlyle Secured Lending shares in Q1 2026, an estimated $114K.
  • Carlyle Secured Lending made up 0.42% of Samalin Investment Counsel's portfolio in Q1 2026, its #62 holding.
  • Samalin Investment Counsel first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 2 quarters since.
  • Samalin Investment Counsel's Carlyle Secured Lending position peaked at $1.22M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.