Security National Bank’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBD
CL
LC
MC
CC
Security National Bank's CGBD Position: Q2 2026 in Review
Security National Bank held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 4,911 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #248.
Security National Bank first reported a position in CGBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.6K in Q3 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.
- Security National Bank held 4,911 shares of Carlyle Secured Lending worth $51.7K as of Q2 2026.
- Security National Bank left its Carlyle Secured Lending share count unchanged in Q2 2026.
- Carlyle Secured Lending made up 0.01% of Security National Bank's portfolio in Q2 2026, its #248 holding.
- Security National Bank first reported a position in Carlyle Secured Lending in Q3 2025 and has held it in 4 quarters since.
- Security National Bank's Carlyle Secured Lending position peaked at $63.6K in Q3 2025.
- 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.
Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.