Cetera Investment Advisers
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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
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 $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cetera Investment Advisers's GSBD Position: Q1 2026 in Review

Cetera Investment Advisers increased its Goldman Sachs BDC (GSBD) stake by 13% in Q1 2026, buying an estimated $93.3K and bringing the position to 85,417 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Cetera Investment Advisers first reported a position in GSBD in Q1 2021 and has held it in 16 quarters since. The position peaked at $6.34M in Q2 2024. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Cetera Investment Advisers held 85,417 shares of Goldman Sachs BDC worth $759K as of Q1 2026.
  • Cetera Investment Advisers bought 10,111 Goldman Sachs BDC shares in Q1 2026, an estimated $93.3K.
  • Goldman Sachs BDC made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3147 holding.
  • Cetera Investment Advisers first reported a position in Goldman Sachs BDC in Q1 2021 and has held it in 16 quarters since.
  • Cetera Investment Advisers's Goldman Sachs BDC position peaked at $6.34M in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.