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Adams Asset Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Adams Asset Advisors’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
Q3 		$2.01M Sell
221,536
-6,010
-3% -$56.6K 0.2% 67
2026
Q2 		$2.16M Sell
227,546
-147,063
-39% -$1.37M 0.24% 62
2026
Q1 		$3.33M Buy
374,609
+34,364
+10% +$317K 0.37% 46
2025
Q4 		$3.16M Buy
340,245
+16,865
+5% +$165K 0.42% 43
2025
Q3 		$3.29M Sell
323,380
-2,408
-0.7% -$27.4K 0.42% 43
2025
Q2 		$3.67M Buy
325,788
+57,195
+21% +$631K 0.52% 42
2025
Q1 		$3.12M Buy
268,593
+6,259
+2% +$78.3K 0.43% 42
2024
Q4 		$3.17M Buy
262,334
+76,257
+41% +$1M 0.41% 42
2024
Q3 		$2.56M Buy
186,077
+63,150
+51% +$918K 0.34% 44
2024
Q2 		$1.85M Hold
122,927
– – 0.24% 46
2024
Q1 		$1.84M Hold
122,927
– – 0.24% 48
2023
Q4 		$1.8M Hold
122,927
– – 0.24% 48
2023
Q3 		$1.79M Sell
122,927
-58,000
-32% -$835K 0.24% 49
2023
Q2 		$2.51M Buy
180,927
+15,970
+10% +$217K 0.37% 47
2023
Q1 		$2.25M Buy
164,957
+12,872
+8% +$192K 0.3% 49
2022
Q4 		$2.09M Buy
+152,085
New +$2.28M 0.28% 48

Other funds holding GSBD

IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Adams Asset Advisors's GSBD Position: Q3 2026 in Review

Adams Asset Advisors reduced its Goldman Sachs BDC (GSBD) stake by 2.6% in Q3 2026, selling an estimated $56.6K and leaving 221,536 shares worth $2.01M. The position accounts for 0.2% of the portfolio, ranked #67.

Adams Asset Advisors first reported a position in GSBD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.67M in Q2 2025. 9 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Adams Asset Advisors held 221,536 shares of Goldman Sachs BDC worth $2.01M as of Q3 2026.
  • Adams Asset Advisors sold 6,010 Goldman Sachs BDC shares in Q3 2026, an estimated $56.6K.
  • Goldman Sachs BDC made up 0.2% of Adams Asset Advisors's portfolio in Q3 2026, its #67 holding.
  • Adams Asset Advisors first reported a position in Goldman Sachs BDC in Q4 2022 and has held it in 16 quarters since.
  • Adams Asset Advisors's Goldman Sachs BDC position peaked at $3.67M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Adams Asset Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.