Triumph Capital Management’s Carlyle Secured Lending CGBD Stock Holding History

Triumph Capital Management’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	$51.8K	Sell	4,917 -362	-7%	-$4.03K	0.01%	669
2026 Q1	$59.9K	Sell	5,279 -1,607	-23%	-$19K	0.01%	588
2025 Q4	$86K	Sell	6,886 -31,926	-82%	-$397K	0.02%	473
2025 Q3	$485K	Sell	38,812 -11,033	-22%	-$151K	0.13%	164
2025 Q2	$682K	Buy	49,845 +8,214	+20%	+$117K	0.2%	123
2025 Q1	$674K	Buy	41,631 +2,038	+5%	+$36K	0.22%	115
2024 Q4	$710K	Buy	39,593 +3,705	+10%	+$63.9K	0.24%	105
2024 Q3	$626K	Buy	35,888 +8,256	+30%	+$142K	0.22%	117
2024 Q2	$503K	Buy	+27,632	New	+$480K	0.2%	122

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Triumph Capital Management's CGBD Position: Q2 2026 in Review

Triumph Capital Management reduced its Carlyle Secured Lending (CGBD) stake by 6.9% in Q2 2026, selling an estimated $4.03K and leaving 4,917 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #669.

Triumph Capital Management first reported a position in CGBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $710K in Q4 2024. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Triumph Capital Management held 4,917 shares of Carlyle Secured Lending worth $51.8K as of Q2 2026.
Triumph Capital Management sold 362 Carlyle Secured Lending shares in Q2 2026, an estimated $4.03K.
Carlyle Secured Lending made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #669 holding.
Triumph Capital Management first reported a position in Carlyle Secured Lending in Q2 2024 and has held it in 9 quarters since.
Triumph Capital Management's Carlyle Secured Lending position peaked at $710K in Q4 2024.
142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.