Cerity Partners
GSBD icon

Cerity Partners’s Goldman Sachs BDC GSBD Stock Holding History

Cerity Partners’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 		$145K Buy
15,471
+3,890
+34% +$36.1K ﹤0.01% 3144
2026
Q1 		$106K Buy
+11,581
New +$107K ﹤0.01% 3021
2025
Q2 		– Sell
-10,880
Closed -$127K – 2693
2025
Q1 		$127K Sell
10,880
-650
-6% -$8.13K ﹤0.01% 2293
2024
Q4 		$140K Sell
11,530
-45,600
-80% -$599K ﹤0.01% 2295
2024
Q3 		$786K Sell
57,130
-16,753
-23% -$243K ﹤0.01% 1526
2024
Q2 		$1.11M Sell
73,883
-15,070
-17% -$231K ﹤0.01% 1179
2024
Q1 		$1.33M Buy
88,953
+20,903
+31% +$316K ﹤0.01% 1143
2023
Q4 		$997K Buy
68,050
+46,244
+212% +$671K ﹤0.01% 983
2023
Q3 		$317K Sell
21,806
-71,177
-77% -$1.02M ﹤0.01% 1128
2023
Q2 		$1.29M Hold
92,983
– – 0.01% 845
2023
Q1 		$1.27M Hold
92,983
– – ﹤0.01% 888
2022
Q4 		$1.28M Sell
92,983
-111,521
-55% -$1.68M 0.01% 634
2022
Q3 		$2.96M Buy
204,504
+4,120
+2% +$69.7K 0.04% 316
2022
Q2 		$3.37M Sell
200,384
-13,245
-6% -$244K 0.04% 307
2022
Q1 		$4.19M Sell
213,629
-4,584
-2% -$90.6K 0.07% 215
2021
Q4 		$4.18M Sell
218,213
-19,383
-8% -$368K 0.06% 224
2021
Q3 		$4.36M Buy
237,596
+115,742
+95% +$2.21M 0.1% 175
2021
Q2 		$2.39M Buy
+121,854
New +$2.41M 0.05% 240

Other funds holding GSBD

Goldman Sachs
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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Cerity Partners's GSBD Position: Q2 2026 in Review

Cerity Partners increased its Goldman Sachs BDC (GSBD) stake by 34% in Q2 2026, buying an estimated $36.1K and bringing the position to 15,471 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

Cerity Partners first reported a position in GSBD in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.36M in Q3 2021. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Cerity Partners held 15,471 shares of Goldman Sachs BDC worth $145K as of Q2 2026.
  • Cerity Partners bought 3,890 Goldman Sachs BDC shares in Q2 2026, an estimated $36.1K.
  • Goldman Sachs BDC made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3144 holding.
  • Cerity Partners first reported a position in Goldman Sachs BDC in Q2 2021 and has held it in 18 quarters since.
  • Cerity Partners's Goldman Sachs BDC position peaked at $4.36M in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.