Financial Alternatives’s Goldman Sachs BDC GSBD Stock Holding History

Financial Alternatives’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 Q1	–	Sell	-46,982	Closed	-$436K	–	83
2025 Q4	$436K	Hold	46,982	–	–	0.25%	53
2025 Q3	$478K	Hold	46,982	–	–	0.29%	52
2025 Q2	$529K	Sell	46,982 -875	-2%	-$9.65K	0.34%	45
2025 Q1	$557K	Sell	47,857 -5,570	-10%	-$69.7K	0.4%	43
2024 Q4	$646K	Sell	53,427 -1,358	-2%	-$17.8K	0.46%	37
2024 Q3	$754K	Sell	54,785 -4,624	-8%	-$67.2K	0.53%	34
2024 Q2	$893K	Sell	59,409 -4,444	-7%	-$68.2K	0.67%	28
2024 Q1	$957K	Sell	63,853 -3,673	-5%	-$55.6K	0.74%	27
2023 Q4	$989K	Sell	67,526 -13,496	-17%	-$196K	0.84%	26
2023 Q3	$1.18M	Sell	81,022 -995	-1%	-$14.3K	1.09%	23
2023 Q2	$1.14M	Sell	82,017 -2,814	-3%	-$38.2K	1.03%	23
2023 Q1	$1.16M	Hold	84,831	–	–	1.11%	21
2022 Q4	$1.16M	Buy	+84,831	New	+$1.27M	1.16%	23

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Financial Alternatives's GSBD Position: Q1 2026 in Review

Financial Alternatives sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 46,982 shares — an estimated $436K sold.

Financial Alternatives first reported a position in GSBD in Q4 2022 and held it in 13 quarters. The position peaked at $1.18M in Q3 2023. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

Financial Alternatives reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
Financial Alternatives sold 46,982 Goldman Sachs BDC shares in Q1 2026, an estimated $436K.
Financial Alternatives first reported a position in Goldman Sachs BDC in Q4 2022 and held it in 13 quarters.
Financial Alternatives's Goldman Sachs BDC position peaked at $1.18M in Q3 2023.
200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Financial Alternatives's 13F filing for Q1 2026, filed 1 May 2026.