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Cornerstone Advisory’s Goldman Sachs BDC GSBD Stock Holding History

Cornerstone Advisory’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 		– Sell
-20,000
Closed -$203K – 251
2025
Q3 		$203K Hold
20,000
– – 0.02% 238
2025
Q2 		$225K Hold
20,000
– – 0.02% 222
2025
Q1 		$211K Sell
20,000
-32,520
-62% -$407K 0.02% 220
2024
Q4 		$681K Buy
+52,520
New +$690K 0.08% 120
2022
Q1 		– Sell
-1,510
Closed -$28K – 432
2021
Q4 		$28K Buy
+1,510
New +$28.7K ﹤0.01% 489

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return