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Savant Capital’s Carlyle Secured Lending CGBD Stock Holding History

Savant Capital’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 		$225K Buy
21,374
+713
+3% +$7.94K ﹤0.01% 1673
2026
Q1 		$226K Buy
20,661
+622
+3% +$7.34K ﹤0.01% 1335
2025
Q4 		$250K Buy
20,039
+627
+3% +$7.8K ﹤0.01% 1166
2025
Q3 		$243K Buy
19,412
+538
+3% +$7.38K ﹤0.01% 1140
2025
Q2 		$258K Buy
18,874
+576
+3% +$8.19K ﹤0.01% 1024
2025
Q1 		$296K Buy
18,298
+438
+2% +$7.74K ﹤0.01% 846
2024
Q4 		$320K Sell
17,860
-16,938
-49% -$292K ﹤0.01% 1081
2024
Q3 		$591K Buy
+34,798
New +$601K ﹤0.01% 804

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

Savant Capital's CGBD Position: Q2 2026 in Review

Savant Capital increased its Carlyle Secured Lending (CGBD) stake by 3.5% in Q2 2026, buying an estimated $7.94K and bringing the position to 21,374 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Savant Capital first reported a position in CGBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $591K in Q3 2024. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Savant Capital held 21,374 shares of Carlyle Secured Lending worth $225K as of Q2 2026.
  • Savant Capital bought 713 Carlyle Secured Lending shares in Q2 2026, an estimated $7.94K.
  • Carlyle Secured Lending made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1673 holding.
  • Savant Capital first reported a position in Carlyle Secured Lending in Q3 2024 and has held it in 8 quarters since.
  • Savant Capital's Carlyle Secured Lending position peaked at $591K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.