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Ethos Financial Group’s Goldman Sachs BDC GSBD Stock Holding History

Ethos Financial 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 		$1.09M Buy
120,283
+5,489
+5% +$51K 0.07% 214
2026
Q1 		$1.06M Buy
114,794
+21,789
+23% +$201K 0.08% 193
2025
Q4 		$884K Buy
93,005
+66,203
+247% +$649K 0.07% 210
2025
Q3 		$273K Buy
26,802
+12,587
+89% +$143K 0.02% 379
2025
Q2 		$160K Hold
14,215
– – 0.01% 430
2025
Q1 		$165K Buy
+14,215
New +$178K 0.02% 404

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

Ethos Financial Group's GSBD Position: Q2 2026 in Review

Ethos Financial Group increased its Goldman Sachs BDC (GSBD) stake by 4.8% in Q2 2026, buying an estimated $51K and bringing the position to 120,283 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #214.

Ethos Financial Group first reported a position in GSBD in Q1 2025 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Ethos Financial Group held 120,283 shares of Goldman Sachs BDC worth $1.09M as of Q2 2026.
  • Ethos Financial Group bought 5,489 Goldman Sachs BDC shares in Q2 2026, an estimated $51K.
  • Goldman Sachs BDC made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #214 holding.
  • Ethos Financial Group first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.