Cetera Investment Advisers
GSBD icon

Cetera Investment Advisers’s Goldman Sachs BDC GSBD Stock Holding History

Cetera Investment Advisers’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 		$6.6M Buy
696,308
+610,891
+715% +$5.67M 0.01% 1415
2026
Q1 		$759K Buy
85,417
+10,111
+13% +$93.3K ﹤0.01% 3147
2025
Q4 		$699K Sell
75,306
-10,818
-13% -$106K ﹤0.01% 3154
2025
Q3 		$876K Buy
86,124
+72
+0.1% +$819 ﹤0.01% 2886
2025
Q2 		$968K Buy
86,052
+8,370
+11% +$92.3K ﹤0.01% 2402
2025
Q1 		$903K Buy
77,682
+5,323
+7% +$66.6K ﹤0.01% 2345
2024
Q4 		$876K Sell
72,359
-381,784
-84% -$5.01M ﹤0.01% 2254
2024
Q3 		$6.25M Buy
454,143
+32,133
+8% +$467K 0.01% 901
2024
Q2 		$6.34M Buy
422,010
+34,631
+9% +$532K 0.01% 874
2024
Q1 		$5.8M Buy
387,379
+121,765
+46% +$1.84M 0.01% 907
2023
Q4 		$3.89M Buy
265,614
+20,240
+8% +$294K 0.03% 527
2023
Q3 		$3.57M Buy
+245,374
New +$3.53M 0.03% 529
2022
Q2 		– Sell
-15,484
Closed -$304K – 1879
2022
Q1 		$304K Sell
15,484
-3,053
-16% -$60.3K ﹤0.01% 1468
2021
Q4 		$355K Buy
18,537
+610
+3% +$11.6K 0.01% 1396
2021
Q3 		$329K Hold
17,927
– – 0.01% 1377
2021
Q2 		$351K Buy
17,927
+3,174
+22% +$62.7K 0.01% 1316
2021
Q1 		$285K Buy
+14,753
New +$276K 0.01% 1278

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

Cetera Investment Advisers's GSBD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Goldman Sachs BDC (GSBD) stake by 715% in Q2 2026, buying an estimated $5.67M and bringing the position to 696,308 shares worth $6.6M. The position accounts for 0.01% of the portfolio, ranked #1415.

Cetera Investment Advisers first reported a position in GSBD in Q1 2021 and has held it in 17 quarters since. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Cetera Investment Advisers held 696,308 shares of Goldman Sachs BDC worth $6.6M as of Q2 2026.
  • Cetera Investment Advisers bought 610,891 Goldman Sachs BDC shares in Q2 2026, an estimated $5.67M.
  • Goldman Sachs BDC made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1415 holding.
  • Cetera Investment Advisers first reported a position in Goldman Sachs BDC in Q1 2021 and has held it in 17 quarters since.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.