Accel Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Accel Wealth Management’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Hold	12,000	–	–	0.03%	302
2026 Q1	$107K	Hold	12,000	–	–	0.03%	285
2025 Q4	$111K	Hold	12,000	–	–	0.03%	278
2025 Q3	$122K	Hold	12,000	–	–	0.04%	273
2025 Q2	$135K	Hold	12,000	–	–	0.05%	264
2025 Q1	$140K	Hold	12,000	–	–	0.05%	249
2024 Q4	$145K	Hold	12,000	–	–	0.06%	242
2024 Q3	$165K	Buy	12,000 +2,000	+20%	+$29.1K	0.06%	248
2024 Q2	$150K	Buy	+10,000	New	+$153K	0.06%	233

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Accel Wealth Management's GSBD Position: Q2 2026 in Review

Accel Wealth Management held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 12,000 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #302.

Accel Wealth Management first reported a position in GSBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $165K in Q3 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Accel Wealth Management held 12,000 shares of Goldman Sachs BDC worth $114K as of Q2 2026.
Accel Wealth Management left its Goldman Sachs BDC share count unchanged in Q2 2026.
Goldman Sachs BDC made up 0.03% of Accel Wealth Management's portfolio in Q2 2026, its #302 holding.
Accel Wealth Management first reported a position in Goldman Sachs BDC in Q2 2024 and has held it in 9 quarters since.
Accel Wealth Management's Goldman Sachs BDC position peaked at $165K in Q3 2024.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.