Janney Montgomery Scott LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in CGBD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$825,478
+$636,173 QoQ
Shares Held
78,393
+353.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 142 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. CGBD ranks #113 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in CGBD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,478 | 78,393 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $189,305 | 17,304 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $262,377 | 21,007 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $449,775 | 35,982 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $489,798 | 35,804 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $583,855 | 36,085 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $761,845 | 42,490 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $760,985 | 44,843 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $718,718 | 40,514 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $832,184 | 51,117 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $660,783 | 44,170 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $605,012 | 41,725 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,773,189 | 121,785 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,395,123 | 102,432 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,351,436 | 94,440 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,048,178 | 91,624 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $928,789 | 73,133 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,016,725 | 70,655 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $755,548 | 55,029 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $660,764 | 49,274 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||