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Confluence Investment Management’s Goldman Sachs BDC GSBD Stock Holding History

Confluence Investment 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
Q1 		– Sell
-75,821
Closed -$704K – 291
2025
Q4 		$704K Sell
75,821
-60,187
-44% -$590K 0.01% 245
2025
Q3 		$1.38M Sell
136,008
-28,703
-17% -$326K 0.02% 186
2025
Q2 		$1.85M Sell
164,711
-11,072
-6% -$122K 0.03% 174
2025
Q1 		$2.04M Sell
175,783
-16,366
-9% -$205K 0.03% 176
2024
Q4 		$2.33M Sell
192,149
-2,351
-1% -$30.9K 0.03% 170
2024
Q3 		$2.68M Buy
194,500
+4,259
+2% +$61.9K 0.04% 169
2024
Q2 		$2.86M Buy
190,241
+4,254
+2% +$65.3K 0.04% 163
2024
Q1 		$2.79M Buy
185,987
+819
+0.4% +$12.4K 0.04% 170
2023
Q4 		$2.71M Sell
185,168
-541
-0.3% -$7.85K 0.04% 173
2023
Q3 		$2.7M Buy
185,709
+258
+0.1% +$3.71K 0.04% 167
2023
Q2 		$2.57M Buy
185,451
+5,815
+3% +$79K 0.04% 168
2023
Q1 		$2.45M Sell
179,636
-29,704
-14% -$443K 0.04% 170
2022
Q4 		$2.87M Buy
209,340
+9,825
+5% +$148K 0.04% 169
2022
Q3 		$2.88M Sell
199,515
-1,499
-0.7% -$25.4K 0.05% 168
2022
Q2 		$3.38M Buy
201,014
+1,046
+0.5% +$19.3K 0.05% 167
2022
Q1 		$3.92M Buy
199,968
+1,819
+0.9% +$35.9K 0.05% 167
2021
Q4 		$3.8M Buy
198,149
+6,240
+3% +$118K 0.05% 170
2021
Q3 		$3.52M Buy
191,909
+1,570
+0.8% +$30K 0.05% 169
2021
Q2 		$3.73M Buy
190,339
+1,331
+0.7% +$26.3K 0.05% 169
2021
Q1 		$3.65M Sell
189,008
-3,462
-2% -$64.8K 0.05% 168
2020
Q4 		$3.68M Buy
192,470
+5,938
+3% +$102K 0.05% 162
2020
Q3 		$2.81M Buy
186,532
+106
+0.1% +$1.66K 0.05% 167
2020
Q2 		$3.03M Sell
186,426
-66,536
-26% -$1.03M 0.05% 163
2020
Q1 		$3.12M Buy
252,962
+21,926
+9% +$414K 0.06% 163
2019
Q4 		$4.54M Sell
231,036
-26,270
-10% -$543K 0.07% 156
2019
Q3 		$5.17M Buy
257,306
+26,270
+11% +$525K 0.08% 147
2019
Q2 		$4.54M Sell
231,036
-50,580
-18% -$1.02M 0.07% 156
2019
Q1 		$5.79M Buy
281,616
+3,262
+1% +$66.7K 0.1% 140
2018
Q4 		$5.12M Buy
278,354
+106,436
+62% +$2.19M 0.1% 134
2018
Q3 		$3.81M Hold
171,918
– – 0.07% 163
2018
Q2 		$3.52M Sell
171,918
-637
-0.4% -$12.8K 0.06% 160
2018
Q1 		$3.3M Sell
172,555
-19
-0% -$394 0.06% 156
2017
Q4 		$3.83M Buy
172,574
+22,046
+15% +$489K 0.07% 153
2017
Q3 		$3.44M Sell
150,528
-164
-0.1% -$3.66K 0.07% 157
2017
Q2 		$3.39M Buy
150,692
+18,198
+14% +$428K 0.07% 156
2017
Q1 		$3.26M Sell
132,494
-5,144
-4% -$125K 0.07% 152
2016
Q4 		$3.24M Buy
137,638
+8,959
+7% +$201K 0.08% 146
2016
Q3 		$2.8M Sell
128,679
-89,814
-41% -$1.88M 0.07% 155
2016
Q2 		$4.37M Buy
218,493
+50,514
+30% +$997K 0.12% 132
2016
Q1 		$3.29M Buy
167,979
+33,064
+25% +$622K 0.1% 138
2015
Q4 		$2.56M Buy
+134,915
New +$2.67M 0.08% 152

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Confluence Investment Management's GSBD Position: Q1 2026 in Review

Confluence Investment Management sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 75,821 shares — an estimated $704K sold.

Confluence Investment Management first reported a position in GSBD in Q4 2015 and held it in 41 quarters. The position peaked at $5.79M in Q1 2019. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Confluence Investment Management reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Confluence Investment Management sold 75,821 Goldman Sachs BDC shares in Q1 2026, an estimated $704K.
  • Confluence Investment Management first reported a position in Goldman Sachs BDC in Q4 2015 and held it in 41 quarters.
  • Confluence Investment Management's Goldman Sachs BDC position peaked at $5.79M in Q1 2019.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Confluence Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.