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Garton & Associates Financial Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-2,120
Closed -$19.7K – 359
2025
Q4 		$19.7K Buy
+2,120
New +$20.8K 0.01% 652

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Garton & Associates Financial Advisors's GSBD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 2,120 shares — an estimated $19.7K sold.

Garton & Associates Financial Advisors first reported a position in GSBD in Q4 2025 and held it in 1 quarter. The position peaked at $19.7K in Q4 2025. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,120 Goldman Sachs BDC shares in Q1 2026, an estimated $19.7K.
  • Garton & Associates Financial Advisors first reported a position in Goldman Sachs BDC in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Goldman Sachs BDC position peaked at $19.7K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.