SG Americas Securities
CGBD icon

SG Americas Securities’s Carlyle Secured Lending CGBD Stock Holding History

SG Americas Securities’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 		– Sell
-8,929
Closed -$112K – 3290
2025
Q4 		$112K Buy
+8,929
New +$111K ﹤0.01% 3187
2024
Q1 		– Sell
-21,298
Closed -$319K – 3030
2023
Q4 		$319K Buy
+21,298
New +$310K ﹤0.01% 1783

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Choreo LLC
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities's CGBD Position: Q1 2026 in Review

SG Americas Securities sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 8,929 shares — an estimated $112K sold.

SG Americas Securities first reported a position in CGBD in Q4 2023 and held it in 2 quarters. The position peaked at $319K in Q4 2023. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • SG Americas Securities reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • SG Americas Securities sold 8,929 Carlyle Secured Lending shares in Q1 2026, an estimated $112K.
  • SG Americas Securities first reported a position in Carlyle Secured Lending in Q4 2023 and held it in 2 quarters.
  • SG Americas Securities's Carlyle Secured Lending position peaked at $319K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.