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

Axxcess 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	$420K	Sell	44,287 -36	-0.1%	-$334	0.01%	766
2026 Q1	$394K	Sell	44,323 -1,422	-3%	-$13.1K	0.01%	322
2025 Q4	$425K	Hold	45,745	–	–	0.01%	744
2025 Q3	$465K	Hold	45,745	–	–	0.01%	638
2025 Q2	$515K	Sell	45,745 -1,500	-3%	-$16.5K	0.01%	588
2025 Q1	$549K	Hold	47,245	–	–	0.01%	526
2024 Q4	$572K	Hold	47,245	–	–	0.01%	516
2024 Q3	$650K	Hold	47,245	–	–	0.02%	493
2024 Q2	$710K	Hold	47,245	–	–	0.02%	451
2024 Q1	$708K	Hold	47,245	–	–	0.02%	453
2023 Q4	$692K	Sell	47,245 -2,950	-6%	-$42.8K	0.02%	431
2023 Q3	$731K	Hold	50,195	–	–	0.02%	375
2023 Q2	$696K	Hold	50,195	–	–	0.05%	283
2023 Q1	$685K	Sell	50,195 -11,780	-19%	-$176K	0.05%	300
2022 Q4	$850K	Sell	61,975 -60,290	-49%	-$906K	0.07%	254
2022 Q3	$1.77M	Sell	122,265 -8,768	-7%	-$148K	0.17%	123
2022 Q2	$2.2M	Sell	131,033 -58,366	-31%	-$1.08M	0.2%	101
2022 Q1	$3.71M	Sell	189,399 -1,941	-1%	-$38.4K	0.29%	74
2021 Q4	$3.67M	Buy	+191,340	New	+$3.63M	0.27%	74

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

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

Axxcess Wealth Management reduced its Goldman Sachs BDC (GSBD) stake by 0.08% in Q2 2026, selling an estimated $334 and leaving 44,287 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #766.

Axxcess Wealth Management first reported a position in GSBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q1 2022. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Axxcess Wealth Management held 44,287 shares of Goldman Sachs BDC worth $420K as of Q2 2026.
Axxcess Wealth Management sold 36 Goldman Sachs BDC shares in Q2 2026, an estimated $334.
Goldman Sachs BDC made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #766 holding.
Axxcess Wealth Management first reported a position in Goldman Sachs BDC in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's Goldman Sachs BDC position peaked at $3.71M in Q1 2022.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.