ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ CGBD β€” Carlyle Secured Lending Inc

Ownership history in ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/  Β·  2 quarters on record

AI Ownership Summary

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported Carlyle Secured Lending Inc (CGBD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows CGBD at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s position in Carlyle Secured Lending Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CGBD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGBD stock page ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ fund profile ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ full holdings
How ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ held CGBD β€” position size vs. price
% of Fund (quarterly)    CGBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 108,547 -38,195 -26.0% 0.07% $1.1M 2026-07-31 $9.99
2026 Q1 INITIATED β€” β€” β€” 146,742 β€” β€” 0.10% $1.6M 2026-05-08 $11.15

🏒 Other funds also holding CGBD

As of 2026 Q2 β€” sorted by position size

Muzinich & Co., Inc. 3Y 7Y 2.67% Significant Wealth Partners LLC 1.88% SMH CAPITAL ADVISORS INC 3Y 7Y 0.91% HAGER INVESTMENT MANAGEMENT SERVICES, LLC 0.88% Closed-End Fund Advisors, Inc. 0.8% Whipplewood Advisors, LLC 0.37% Samalin Investment Counsel, LLC 3Y 0.35% MQS Management LLC 3Y 0.31% DOLIVER ADVISORS, LP 3Y 7Y 0.29% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 0.21%

FAQ About ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ and CGBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported owning CGBD?

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported CGBD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported CGBD position in ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s portfolio?

The largest reported portfolio weight for CGBD was 0.10% in 2026 Q1.

What is the latest reported CGBD position on this page?

The most recent filing on this page is 2026 Q2, when ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ reported 108,547 shares, equal to 0.07% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CGBD ownership page compare?

The chart compares ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/'s quarterly CGBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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