Corient Private Wealth
GSBD icon

Corient Private Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Corient Private Wealth’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 		$994K Sell
111,917
-110,136
-50% -$1.02M ﹤0.01% 1667
2025
Q4 		$2M Buy
222,053
+120,260
+118% +$1.18M ﹤0.01% 1532
2025
Q3 		$1.04M Buy
101,793
+192
+0.2% +$2.18K ﹤0.01% 1411
2025
Q2 		$1.14M Sell
101,601
-4,349
-4% -$47.9K ﹤0.01% 1296
2025
Q1 		$1.23M Sell
105,950
-14,506
-12% -$181K ﹤0.01% 1196
2024
Q4 		$1.46M Buy
120,456
+20,103
+20% +$264K ﹤0.01% 1134
2024
Q3 		$1.38M Sell
100,353
-5,743
-5% -$83.4K ﹤0.01% 1260
2024
Q2 		$1.59M Sell
106,096
-3,988
-4% -$61.2K ﹤0.01% 1134
2024
Q1 		$1.65M Buy
110,084
+16,653
+18% +$252K ﹤0.01% 1113
2023
Q4 		$1.37M Sell
93,431
-7,129
-7% -$103K ﹤0.01% 1167
2023
Q3 		$1.46M Buy
100,560
+55,932
+125% +$805K ﹤0.01% 1045
2023
Q2 		$619K Sell
44,628
-1,026
-2% -$13.9K ﹤0.01% 1350
2023
Q1 		$623K Buy
45,654
+213
+0.5% +$3.18K ﹤0.01% 1291
2022
Q4 		$623K Buy
+45,441
New +$683K ﹤0.01% 1073

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

Corient Private Wealth's GSBD Position: Q1 2026 in Review

Corient Private Wealth reduced its Goldman Sachs BDC (GSBD) stake by 50% in Q1 2026, selling an estimated $1.02M and leaving 111,917 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Corient Private Wealth first reported a position in GSBD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2M in Q4 2025. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Corient Private Wealth held 111,917 shares of Goldman Sachs BDC worth $994K as of Q1 2026.
  • Corient Private Wealth sold 110,136 Goldman Sachs BDC shares in Q1 2026, an estimated $1.02M.
  • Goldman Sachs BDC made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1667 holding.
  • Corient Private Wealth first reported a position in Goldman Sachs BDC in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Goldman Sachs BDC position peaked at $2M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.