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HB Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

HB Wealth Management’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 		$918K Buy
96,865
+36,850
+61% +$342K 0.01% 784
2026
Q1 		$533K Sell
60,015
-9,173
-13% -$84.7K ﹤0.01% 949
2025
Q4 		$642K Sell
69,188
-17,447
-20% -$171K ﹤0.01% 793
2025
Q3 		$881K Buy
86,635
+411
+0.5% +$4.67K 0.01% 651
2025
Q2 		$970K Buy
86,224
+18,956
+28% +$209K 0.01% 538
2025
Q1 		$782K Buy
67,268
+29,296
+77% +$366K 0.01% 610
2024
Q4 		$459K Sell
37,972
-140,260
-79% -$1.84M ﹤0.01% 645
2024
Q3 		$2.45M Sell
178,232
-124,766
-41% -$1.81M 0.03% 246
2024
Q2 		$4.55M Buy
302,998
+46,369
+18% +$712K 0.05% 159
2024
Q1 		$3.84M Sell
256,629
-27,249
-10% -$412K 0.05% 171
2023
Q4 		$4.16M Buy
283,878
+31,230
+12% +$453K 0.06% 155
2023
Q3 		$3.68M Buy
252,648
+37,389
+17% +$538K 0.06% 150
2023
Q2 		$2.98M Buy
215,259
+27,631
+15% +$375K 0.05% 163
2023
Q1 		$2.56M Sell
187,628
-35,281
-16% -$527K 0.04% 172
2022
Q4 		$3.06M Buy
222,909
+100,318
+82% +$1.51M 0.06% 152
2022
Q3 		$1.77M Buy
122,591
+99,491
+431% +$1.68M 0.04% 192
2022
Q2 		$388K Sell
23,100
-72,308
-76% -$1.33M 0.01% 387
2022
Q1 		$1.87M Sell
95,408
-17,983
-16% -$355K 0.03% 190
2021
Q4 		$2.17M Buy
+113,391
New +$2.15M 0.04% 156

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

HB Wealth Management's GSBD Position: Q2 2026 in Review

HB Wealth Management increased its Goldman Sachs BDC (GSBD) stake by 61% in Q2 2026, buying an estimated $342K and bringing the position to 96,865 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #784.

HB Wealth Management first reported a position in GSBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.55M in Q2 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • HB Wealth Management held 96,865 shares of Goldman Sachs BDC worth $918K as of Q2 2026.
  • HB Wealth Management bought 36,850 Goldman Sachs BDC shares in Q2 2026, an estimated $342K.
  • Goldman Sachs BDC made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #784 holding.
  • HB Wealth Management first reported a position in Goldman Sachs BDC in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Goldman Sachs BDC position peaked at $4.55M in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.