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Crewe Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Crewe Advisors’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 		$94.3K Hold
9,943
– – 0.01% 347
2026
Q1 		$88.3K Buy
+9,943
New +$91.8K 0.01% 314
2025
Q4 		– Sell
-9,943
Closed -$101K – 1110
2025
Q3 		$101K Hold
9,943
– – 0.01% 293
2025
Q2 		$112K Hold
9,943
– – 0.02% 205
2025
Q1 		$116K Hold
9,943
– – 0.02% 182
2024
Q4 		$120K Hold
9,943
– – 0.02% 185
2024
Q3 		$137K Hold
9,943
– – 0.02% 191
2024
Q2 		$149K Hold
9,943
– – 0.02% 213
2024
Q1 		$149K Hold
9,943
– – 0.02% 213
2023
Q4 		$146K Hold
9,943
– – 0.02% 84
2023
Q3 		$145K Hold
9,943
– – 0.03% 84
2023
Q2 		$138K Hold
9,943
– – 0.02% 174
2023
Q1 		$136K Sell
9,943
-5,930
-37% -$88.5K 0.02% 198
2022
Q4 		$218K Buy
15,873
+1,048
+7% +$15.7K 0.03% 144
2022
Q3 		$214K Hold
14,825
– – 0.04% 134
2022
Q2 		$249K Sell
14,825
-1,400
-9% -$25.8K 0.06% 105
2022
Q1 		$318K Sell
16,225
-3,449
-18% -$68.2K 0.06% 78
2021
Q4 		$377K Sell
19,674
-2,604
-12% -$49.4K 0.08% 54
2021
Q3 		$409K Buy
22,278
+11,370
+104% +$217K 0.1% 40
2021
Q2 		$214K Buy
10,908
+3,991
+58% +$78.9K 0.05% 69
2021
Q1 		$134K Buy
+6,917
New +$130K 0.03% 83

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

Crewe Advisors's GSBD Position: Q2 2026 in Review

Crewe Advisors held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 9,943 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #347.

Crewe Advisors first reported a position in GSBD in Q1 2021 and has held it in 21 quarters since. The position peaked at $409K in Q3 2021. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Crewe Advisors held 9,943 shares of Goldman Sachs BDC worth $94.3K as of Q2 2026.
  • Crewe Advisors left its Goldman Sachs BDC share count unchanged in Q2 2026.
  • Goldman Sachs BDC made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #347 holding.
  • Crewe Advisors first reported a position in Goldman Sachs BDC in Q1 2021 and has held it in 21 quarters since.
  • Crewe Advisors's Goldman Sachs BDC position peaked at $409K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.