CIBC Private Wealth Group’s Goldman Sachs BDC GSBD Stock Holding History

CIBC Private Wealth 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
2025 Q4	$46.4K	Sell	5,000 -8,566	-63%	-$84K	﹤0.01%	1815
2025 Q3	$138K	Hold	13,566	–	–	﹤0.01%	1343
2025 Q2	$153K	Hold	13,566	–	–	﹤0.01%	1229
2025 Q1	$134K	Hold	13,566	–	–	﹤0.01%	1232
2024 Q4	$161K	Hold	13,566	–	–	﹤0.01%	1242
2024 Q3	$187K	Hold	13,566	–	–	﹤0.01%	1220
2024 Q2	$211K	Hold	13,566	–	–	﹤0.01%	1074
2024 Q1	$203K	Hold	13,566	–	–	﹤0.01%	1112
2023 Q4	$199K	Hold	13,566	–	–	﹤0.01%	1076
2023 Q3	$198K	Buy	+13,566	New	+$195K	﹤0.01%	1006
2020 Q1	–	Sell	-49,561	Closed	-$1.05M	–	878
2019 Q4	$1.05M	Sell	49,561 -113	-0.2%	-$2.33K	﹤0.01%	575
2019 Q3	$998K	Buy	49,674 +1,027	+2%	+$20.5K	﹤0.01%	570
2019 Q2	$957K	Sell	48,647 -64,982	-57%	-$1.31M	﹤0.01%	590
2019 Q1	$2.33M	Sell	113,629 -29	-0%	-$593	0.01%	441
2018 Q4	$2.09M	Buy	113,658 +11,276	+11%	+$232K	0.01%	440
2018 Q3	$2.27M	Buy	102,382 +6,279	+7%	+$138K	0.01%	476
2018 Q2	$1.97M	Buy	96,103 +69,203	+257%	+$1.39M	0.01%	501
2018 Q1	$515K	Buy	26,900 +26,600	+8,867%	+$552K	﹤0.01%	779
2017 Q4	$7K	Buy	+300	New	+$6.66K	﹤0.01%	1621

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group's GSBD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Goldman Sachs BDC (GSBD) stake by 63% in Q4 2025, selling an estimated $84K and leaving 5,000 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

CIBC Private Wealth Group first reported a position in GSBD in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2019. 211 funds tracked by Wall St. Rank hold GSBD as of Q4 2025.

CIBC Private Wealth Group held 5,000 shares of Goldman Sachs BDC worth $46.4K as of Q4 2025.
CIBC Private Wealth Group sold 8,566 Goldman Sachs BDC shares in Q4 2025, an estimated $84K.
Goldman Sachs BDC made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1815 holding.
CIBC Private Wealth Group first reported a position in Goldman Sachs BDC in Q4 2017 and has held it in 19 quarters since.
CIBC Private Wealth Group's Goldman Sachs BDC position peaked at $2.33M in Q1 2019.
211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.