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Cascade Investment Group’s Goldman Sachs BDC GSBD Stock Holding History

Cascade Investment Group’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 		$101K Sell
10,675
-1,250
-10% -$11.6K 0.06% 155
2026
Q1 		$106K Buy
+11,925
New +$110K 0.07% 146
2025
Q2 		– Sell
-11,350
Closed -$132K – 145
2025
Q1 		$132K Sell
11,350
-57,675
-84% -$721K 0.1% 129
2024
Q4 		$835K Sell
69,025
-35,757
-34% -$469K 0.6% 47
2024
Q3 		$1.44M Sell
104,782
-1,700
-2% -$24.7K 1.06% 23
2024
Q2 		$1.6M Buy
106,482
+6,475
+6% +$99.4K 1.25% 19
2024
Q1 		$1.5M Buy
100,007
+2,125
+2% +$32.1K 1.12% 19
2023
Q4 		$1.43M Buy
97,882
+7,400
+8% +$107K 1.16% 21
2023
Q3 		$1.32M Sell
90,482
-3,625
-4% -$52.2K 1.24% 22
2023
Q2 		$1.3M Buy
94,107
+16,026
+21% +$218K 1.19% 21
2023
Q1 		$1.07M Buy
78,081
+13,993
+22% +$209K 1.05% 24
2022
Q4 		$879K Buy
+64,088
New +$963K 0.92% 30

Other funds holding GSBD

LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Cascade Investment Group's GSBD Position: Q2 2026 in Review

Cascade Investment Group reduced its Goldman Sachs BDC (GSBD) stake by 10% in Q2 2026, selling an estimated $11.6K and leaving 10,675 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #155.

Cascade Investment Group first reported a position in GSBD in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2024. 50 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Cascade Investment Group held 10,675 shares of Goldman Sachs BDC worth $101K as of Q2 2026.
  • Cascade Investment Group sold 1,250 Goldman Sachs BDC shares in Q2 2026, an estimated $11.6K.
  • Goldman Sachs BDC made up 0.06% of Cascade Investment Group's portfolio in Q2 2026, its #155 holding.
  • Cascade Investment Group first reported a position in Goldman Sachs BDC in Q4 2022 and has held it in 12 quarters since.
  • Cascade Investment Group's Goldman Sachs BDC position peaked at $1.6M in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.