Focus Partners Wealth
GSBD icon

Focus Partners Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Focus Partners Wealth’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
-25,900
Closed -$240K – 2733
2025
Q4 		$240K Buy
25,900
+15,900
+159% +$156K ﹤0.01% 2351
2025
Q3 		$107K Sell
10,000
-5,059
-34% -$57.5K ﹤0.01% 2124
2025
Q2 		$177K Buy
+15,059
New +$166K ﹤0.01% 1892
2024
Q4 		– Sell
-13,584
Closed -$187K – 1935
2024
Q3 		$187K Sell
13,584
-6,855
-34% -$99.6K ﹤0.01% 1472
2024
Q2 		$307K Hold
20,439
– – ﹤0.01% 1066
2024
Q1 		$306K Hold
20,439
– – ﹤0.01% 828
2023
Q4 		$299K Buy
+20,439
New +$296K ﹤0.01% 670

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Focus Partners Wealth's GSBD Position: Q1 2026 in Review

Focus Partners Wealth sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 25,900 shares — an estimated $240K sold.

Focus Partners Wealth first reported a position in GSBD in Q4 2023 and held it in 7 quarters. The position peaked at $307K in Q2 2024. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Focus Partners Wealth reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 25,900 Goldman Sachs BDC shares in Q1 2026, an estimated $240K.
  • Focus Partners Wealth first reported a position in Goldman Sachs BDC in Q4 2023 and held it in 7 quarters.
  • Focus Partners Wealth's Goldman Sachs BDC position peaked at $307K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.