COMMONWEALTH EQUITY SERVICES, LLC
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 312272
WALTHAM, MA
Position in CGBD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$345,485
-$80,661 QoQ
Shares Held
31,580
-7.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 154 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $770,231,213 across 321 Asset Management names. CGBD ranks #240 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
531,405 | $61,106,260 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,430,221 | $50,687,032 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,167,108 | $31,452,250 | |
| 4 | BLK |
BlackRock, Inc.
|
31,053 | $29,863,980 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,553,908 | $25,998,783 | |
| 6 | TROW |
Price T Rowe Group Inc
|
256,751 | $23,143,535 | |
| 7 | UTG |
Reaves Utility Income Fund
|
424,402 | $16,670,510 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,527,121 | $15,729,346 |
All Filings in CGBD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,485 | 31,580 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $426,146 | 34,119 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $449,525 | 35,962 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $465,161 | 34,003 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $503,311 | 31,107 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $513,013 | 28,612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $627,075 | 36,952 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $558,632 | 31,490 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $335,986 | 20,638 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $298,721 | 19,968 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $310,024 | 21,381 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $241,856 | 16,611 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $248,769 | 18,265 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $252,643 | 17,655 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $210,873 | 18,433 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,579 | 19,022 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $227,736 | 15,826 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $203,313 | 14,808 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $196,510 | 14,654 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $191,690 | 14,511 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $196,587 | 14,893 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $146,348 | 14,264 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $117,487 | 13,186 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $100,483 | 11,725 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $58,474 | 11,202 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||