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Crestwood Advisors Group’s Goldman Sachs BDC GSBD Stock Holding History

Crestwood Advisors 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
2026
Q2 		$313K Buy
+32,975
New +$306K ﹤0.01% 665

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Crestwood Advisors Group's GSBD Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 32,975 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

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

  • Crestwood Advisors Group held 32,975 shares of Goldman Sachs BDC worth $313K as of Q2 2026.
  • Goldman Sachs BDC was a new Crestwood Advisors Group position in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #665 holding.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.