Summit Securities Group’s Carlyle Secured Lending CGBD Stock Holding History

Summit Securities Group’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 Q3	$12.4K	Buy	+1,162	New	+$12.8K	﹤0.01%	777

Other funds holding CGBD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lalia Capital New York $230M AUM 12.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Summit Securities Group's CGBD Position: Q3 2026 in Review

Summit Securities Group opened a new position in Carlyle Secured Lending (CGBD) in Q3 2026: 1,162 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

110 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

Summit Securities Group held 1,162 shares of Carlyle Secured Lending worth $12.4K as of Q3 2026.
Carlyle Secured Lending was a new Summit Securities Group position in Q3 2026.
Carlyle Secured Lending made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #777 holding.
110 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.