EverSource Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

EverSource Wealth 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	$2.37K	Hold	250	–	–	﹤0.01%	3655
2026 Q1	$2.22K	Hold	250	–	–	﹤0.01%	3608
2025 Q4	$2.32K	Hold	250	–	–	﹤0.01%	3451
2025 Q3	$2.54K	Hold	250	–	–	﹤0.01%	3443
2025 Q2	$2.81K	Hold	250	–	–	﹤0.01%	3379
2025 Q1	$2.91K	Hold	250	–	–	﹤0.01%	2743
2024 Q4	$3.02K	Hold	250	–	–	﹤0.01%	2556
2024 Q3	$3.44K	Hold	250	–	–	﹤0.01%	2364
2024 Q2	$3.75K	Hold	250	–	–	﹤0.01%	2320
2024 Q1	$3.88K	Hold	250	–	–	﹤0.01%	2164
2023 Q4	$3.66K	Sell	250 -1,050	-81%	-$15.2K	﹤0.01%	1982
2023 Q3	$18.9K	Hold	1,300	–	–	﹤0.01%	1145
2023 Q2	$18K	Hold	1,300	–	–	﹤0.01%	1197
2023 Q1	$17.7K	Sell	1,300 -2,660	-67%	-$39.7K	﹤0.01%	1123
2022 Q4	$54.3K	Buy	+3,960	New	+$59.5K	0.01%	733

Other funds holding GSBD

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 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

EverSource Wealth Advisors's GSBD Position: Q2 2026 in Review

EverSource Wealth Advisors held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 250 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

EverSource Wealth Advisors first reported a position in GSBD in Q4 2022 and has held it in 15 quarters since. The position peaked at $54.3K in Q4 2022. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

EverSource Wealth Advisors held 250 shares of Goldman Sachs BDC worth $2.37K as of Q2 2026.
EverSource Wealth Advisors left its Goldman Sachs BDC share count unchanged in Q2 2026.
Goldman Sachs BDC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3655 holding.
EverSource Wealth Advisors first reported a position in Goldman Sachs BDC in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Goldman Sachs BDC position peaked at $54.3K in Q4 2022.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

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