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Sunbelt Securities’s Carlyle Secured Lending CGBD Stock Holding History

Sunbelt 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 		$374K Buy
34,197
+15
+0% +$177 0.02% 472
2025
Q4 		$427K Buy
34,182
+1,100
+3% +$13.7K 0.03% 443
2025
Q3 		$414K Buy
33,082
+24,285
+276% +$333K 0.03% 435
2025
Q2 		$158K Sell
8,797
-1,500
-15% -$21.3K 0.01% 649
2025
Q1 		$167K Buy
10,297
+1,500
+17% +$26.5K 0.01% 613
2024
Q4 		$161K Hold
8,797
– – 0.01% 647
2024
Q3 		$149K Hold
8,797
– – 0.01% 673
2024
Q2 		$156K Hold
8,797
– – 0.02% 627
2024
Q1 		$143K Hold
8,797
– – 0.02% 631
2023
Q4 		$132K Hold
8,797
– – 0.02% 603
2023
Q3 		$128K Hold
8,797
– – 0.02% 589
2023
Q2 		$128K Hold
8,797
– – 0.02% 575
2023
Q1 		$118K Buy
+8,797
New +$129K 0.02% 546

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
CL
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

Sunbelt Securities's CGBD Position: Q1 2026 in Review

Sunbelt Securities increased its Carlyle Secured Lending (CGBD) stake by 0.04% in Q1 2026, buying an estimated $177 and bringing the position to 34,197 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #472.

Sunbelt Securities first reported a position in CGBD in Q1 2023 and has held it in 13 quarters since. The position peaked at $427K in Q4 2025. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Sunbelt Securities held 34,197 shares of Carlyle Secured Lending worth $374K as of Q1 2026.
  • Sunbelt Securities bought 15 Carlyle Secured Lending shares in Q1 2026, an estimated $177.
  • Carlyle Secured Lending made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #472 holding.
  • Sunbelt Securities first reported a position in Carlyle Secured Lending in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Carlyle Secured Lending position peaked at $427K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.