Cerity Partners LLC

Position in CGBD — Carlyle Secured Lending, Inc.

CIK 1566475 NEW YORK, NY

Position in CGBD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$213,032

+$73,707 QoQ

Shares Held

20,231

+81.5% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#93

of 142 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. CGBD ranks #96 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	169,709	$163,185,384
2	NTRS	Northern Trust Corp	497,727	$86,524,861
3	BX	Blackstone Inc.	606,509	$71,367,913
4	APO	Apollo Global Management, Inc.	388,650	$45,981,179
5	AMP	Ameriprise Financial Inc	81,171	$37,238,006
6	KKR	KKR & Co. Inc.	299,707	$27,507,107
7	PDO	PIMCO Dynamic Income Opportunities Fund	1,734,470	$22,929,693
8	PFG	Principal Financial Group Inc	208,030	$22,421,472

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,032	20,231	+81.5%	Shares	Sole	2026-08-14
2025-09-30	$139,325	11,146	+4.2%	Shares	Sole	2025-10-22
2025-06-30	$146,348	10,698	+1.8%	Shares	Sole	2025-08-13
2025-03-31	$169,970	10,505	-46.9%	Shares	Sole	2025-04-30
2023-03-31	$269,594	19,794	+0.0%	Shares	Sole	2023-05-11
2022-12-31	$283,151	19,787	+2.2%	Shares	Sole	2023-02-15
2022-09-30	$221,581	19,369	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$241,287	18,999	+1.7%	Shares	Sole	2022-08-10
2022-03-31	$268,805	18,680	+1.7%	Shares	Sole	2022-04-25
2021-12-31	$252,220	18,370	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$242,238	18,064	—	Shares	Sole	2021-10-25
No filing history on record for this holder in this stock.