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IFP Advisors’s Goldman Sachs BDC GSBD Stock Holding History

IFP 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 		$2.84K Hold
300
– – ﹤0.01% 4074
2026
Q1 		$2.66K Hold
300
– – ﹤0.01% 3847
2025
Q4 		$2.78K Hold
300
– – ﹤0.01% 3712
2025
Q3 		$3.05K Hold
300
– – ﹤0.01% 3509
2025
Q2 		$3.38K Sell
300
-795
-73% -$8.76K ﹤0.01% 3634
2025
Q1 		$12.7K Sell
1,095
-3
-0.3% -$38 ﹤0.01% 2493
2024
Q4 		$13.3K Sell
1,098
-1,353
-55% -$17.8K ﹤0.01% 2428
2024
Q3 		$33.7K Sell
2,451
-9,571
-80% -$139K ﹤0.01% 1899
2024
Q2 		$181K Buy
12,022
+61
+0.5% +$936 0.01% 1091
2024
Q1 		$179K Sell
11,961
-1,024
-8% -$15.5K 0.01% 1050
2023
Q4 		$190K Sell
12,985
-512
-4% -$7.42K 0.01% 971
2023
Q3 		$197K Sell
13,497
-2,025
-13% -$29.1K 0.01% 972
2023
Q2 		$215K Sell
15,522
-1,598
-9% -$21.7K 0.01% 981
2023
Q1 		$352K Sell
17,120
-13,462
-44% -$201K 0.02% 717
2022
Q4 		$623K Sell
30,582
-699
-2% -$10.5K 0.02% 793
2022
Q3 		$637K Buy
31,281
+374
+1% +$6.33K 0.02% 811
2022
Q2 		$630K Hold
30,907
– – 0.02% 741
2022
Q1 		$630K Buy
+30,907
New +$611K 0.02% 741
2017
Q3 		– Sell
-4,553
Closed -$103K – 4124
2017
Q2 		$103K Buy
4,553
+211
+5% +$4.96K ﹤0.01% 1512
2017
Q1 		$107K Sell
4,342
-37
-0.8% -$900 ﹤0.01% 1454
2016
Q4 		$103K Buy
4,379
+42
+1% +$941 0.01% 1431
2016
Q3 		$94K Buy
4,337
+1,907
+78% +$39.9K ﹤0.01% 1403
2016
Q2 		$49K Buy
+2,430
New +$48K ﹤0.01% 1776

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

IFP Advisors's GSBD Position: Q2 2026 in Review

IFP Advisors held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 300 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4074.

IFP Advisors first reported a position in GSBD in Q2 2016 and has held it in 23 quarters since. The position peaked at $637K in Q3 2022. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • IFP Advisors held 300 shares of Goldman Sachs BDC worth $2.84K as of Q2 2026.
  • IFP Advisors left its Goldman Sachs BDC share count unchanged in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4074 holding.
  • IFP Advisors first reported a position in Goldman Sachs BDC in Q2 2016 and has held it in 23 quarters since.
  • IFP Advisors's Goldman Sachs BDC position peaked at $637K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.