Question 1

Does Steward Partners Investment Advisory own CGBD stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Steward Partners Investment Advisory holds 101,236 shares of CGBD (Carlyle Secured Lending), worth $1.1M.

Question 2

How many shares of CGBD does Steward Partners Investment Advisory own?

Accepted Answer

As of its Q2 2026 13F, Steward Partners Investment Advisory holds 101,236 shares of CGBD (Carlyle Secured Lending).

Question 3

What is Steward Partners Investment Advisory's CGBD position worth?

Accepted Answer

As of its Q2 2026 13F, Steward Partners Investment Advisory's CGBD position is worth $1.1M.

Question 4

Is Steward Partners Investment Advisory buying or selling CGBD?

Accepted Answer

In Q2 2026, Steward Partners Investment Advisory increased its CGBD position by 53,246 shares (+111.0%).

Question 5

When did Steward Partners Investment Advisory first buy CGBD?

Accepted Answer

Steward Partners Investment Advisory first reported CGBD in its Q2 2019 13F and has listed it in 27 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	101,236	+111.0%	$1.1M	0.0%	$10.20	41
2026-Q1	Decreased	47,990	-27.4%	$525,011	0.0%	$10.25	0
2025-Q4	Increased	66,098	+228.6%	$825,564	0.0%	$11.29	40
2025-Q3	Decreased	20,115	-37.6%	$251,438	0.0%	$10.95	0
2025-Q2	Increased	32,249	+72.0%	$441,161	0.0%	$11.61	36
2025-Q1	Increased	18,751	+3.8%	$303,389	0.0%	$13.34	24
2024-Q4	Increased	18,064	+2.6%	$323,880	0.0%	$14.39	24
2024-Q3	Increased	17,598	+33.9%	$298,636	0.0%	$13.28	30
2024-Q2	Increased	13,147	+6.6%	$233,228	0.0%	$13.51	25
2024-Q1	Increased	12,335	+39.4%	$200,815	0.0%	$12.08	30
2023-Q4	Increased	8,849	+106.1%	$132,382	0.0%	$10.78	36
2023-Q3	Increased	4,294	+2.9%	$62,261	0.0%	$10.15	22
2023-Q2	Increased	4,173	+3.2%	$60,763	0.0%	$9.89	22
2023-Q1	Decreased	4,042	-6.2%	$55,058	0.0%	$8.97	0
2022-Q4	Increased	4,311	+3.4%	$61,691	0.0%	$9.13	22
2022-Q3	Increased	4,171	+0.3%	$48,000	0.0%	$7.08	20
2022-Q2	Increased	4,160	+0.2%	$53,000	0.0%	$7.61	21
2022-Q1	Increased	4,150	+9.2%	$60,000	0.0%	$8.36	23
2021-Q4	Decreased	3,800	-6.4%	$52,000	0.0%	$7.76	0
2021-Q3	Unchanged	4,058	0.0%	$54,000	0.0%	$7.37	0
2021-Q2	Decreased	4,058	-61.6%	$54,000	0.0%	$7.06	0
2021-Q1	Increased	10,558	+160.2%	$139,366	0.0%	$6.86	36
2020-Q4	Increased	4,058	+14.1%	$42,000	0.0%	$5.19	23
2020-Q3	New	3,558	-	$32,000	0.0%	$4.36	27
2020-Q1	Exited	0	-100.0%	$0	0.0%	$2.35	0
2019-Q4	Unchanged	500	0.0%	$6,000	0.0%	$5.66	0
2019-Q3	Unchanged	500	0.0%	$7,000	0.0%	$5.86	0
2019-Q2	New	500	-	$7,000	0.0%	$6.05	22

CGBD28 quarters

CGBD
28 quarters