How many shares of CGBD does Sumitomo Mitsui Trust Group, Inc. own?

As of 2026-Q2, Sumitomo Mitsui Trust Group, Inc. holds 519,735 shares of CGBD (CARLYLE SECURED LENDING INC).

What is Sumitomo Mitsui Trust Group, Inc.'s CGBD position worth?

As of 2026-Q2, Sumitomo Mitsui Trust Group, Inc.'s CGBD position is worth $5.5M.

When did Sumitomo Mitsui Trust Group, Inc. first buy CGBD?

Based on available 13F filings, Sumitomo Mitsui Trust Group, Inc. first reported a position in CGBD in 2020-Q1. They have held the position across 26 quarters.

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Sumitomo Mitsui Trust Group, Inc.

CGBD
26 quarters

Position history for Sumitomo Mitsui Trust Group, Inc.'s holdings in CARLYLE SECURED LENDING INC

Current Value

$5.5M

Current Shares

519,735

Total Value Change

+$3.6M

Total Shares Change

+157,799

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	519,735	0.0%	$5.5M	0.0%	$10.53	0
2026-Q1	Unchanged	519,735	0.0%	$5.7M	0.0%	$11.12	0
2025-Q4	Increased	519,735	+24.2%	$6.5M	0.0%	$12.31	33
2025-Q3	Increased	418,493	+58.4%	$5.2M	0.0%	$12.16	39
2025-Q2	Increased	264,138	+44.0%	$3.6M	0.0%	$12.69	36
2025-Q1	Decreased	183,401	-7.1%	$3M	0.0%	$15.24	0
2024-Q4	Decreased	197,383	-6.8%	$3.5M	0.0%	$15.81	0
2024-Q3	Decreased	211,666	-13.7%	$3.6M	0.0%	$14.76	0
2024-Q2	Decreased	245,268	-5.2%	$4.4M	0.0%	$14.95	0
2024-Q1	Increased	258,774	+2.6%	$4.2M	0.0%	$13.36	27
2023-Q4	Decreased	252,247	-7.4%	$3.8M	0.0%	$11.92	0
2023-Q3	Decreased	272,513	-16.4%	$4M	0.0%	$11.23	0
2023-Q2	Decreased	325,926	-8.4%	$4.7M	0.0%	$10.99	0
2023-Q1	Increased	355,948	+4.8%	$4.8M	0.0%	$9.77	28
2022-Q4	Decreased	339,600	-0.0%	$4.9M	0.0%	$10.10	0
2022-Q3	Unchanged	339,649	0.0%	$3.9M	0.0%	$7.91	0
2022-Q2	Decreased	339,649	-7.6%	$4.3M	0.0%	$8.35	0
2022-Q1	Decreased	367,467	-0.5%	$5.3M	0.0%	$9.24	0
2021-Q4	Decreased	369,399	-16.7%	$5.1M	0.0%	$8.46	0
2021-Q3	Increased	443,316	+2.3%	$5.9M	0.0%	$8.22	28
2021-Q2	Decreased	433,270	-3.5%	$5.7M	0.0%	$7.84	0
2021-Q1	Increased	449,180	+0.5%	$5.9M	0.0%	$7.65	27
2020-Q4	Increased	446,868	+14.6%	$4.6M	0.0%	$5.80	31
2020-Q3	Decreased	389,832	-3.2%	$3.5M	0.0%	$4.93	0
2020-Q2	Increased	402,670	+11.3%	$3.5M	0.0%	$4.44	30
2020-Q1	New	361,936	-	$1.9M	0.0%	$2.67	36

Other major holders of CGBD: Steward Partners Investment Advisory, LLC, Creative Planning

CGBD26 quarters

CGBD
26 quarters