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Atria Wealth Solutions’s Goldman Sachs BDC GSBD Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$254K Buy
22,052
+1,022
+5% +$11.3K 0.01% 1245
2025
Q1 		$245K Buy
+21,030
New +$263K ﹤0.01% 1603

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Atria Wealth Solutions's GSBD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Goldman Sachs BDC (GSBD) stake by 4.9% in Q2 2025, buying an estimated $11.3K and bringing the position to 22,052 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1245.

Atria Wealth Solutions first reported a position in GSBD in Q1 2025 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

  • Atria Wealth Solutions held 22,052 shares of Goldman Sachs BDC worth $254K as of Q2 2025.
  • Atria Wealth Solutions bought 1,022 Goldman Sachs BDC shares in Q2 2025, an estimated $11.3K.
  • Goldman Sachs BDC made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1245 holding.
  • Atria Wealth Solutions first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.