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

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

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. 205 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.
205 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.