Compass Financial Management’s Goldman Sachs BDC GSBD Stock Holding History

Compass Financial Management’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	$522K	Buy	+58,285	New	+$541K	0.06%	271

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Compass Financial Management's GSBD Position: Q2 2026 in Review

Compass Financial Management opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 58,285 shares worth $522K. The stake represents 0.06% of the portfolio and ranks #271 among its holdings.

196 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Compass Financial Management held 58,285 shares of Goldman Sachs BDC worth $522K as of Q2 2026.
Goldman Sachs BDC was a new Compass Financial Management position in Q2 2026.
Goldman Sachs BDC made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #271 holding.
196 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.