IFG
GSBD icon

Independent Financial Group’s Goldman Sachs BDC GSBD Stock Holding History

Independent Financial Group’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 		$295K Sell
31,068
-25,093
-45% -$233K 0.01% 1258
2026
Q1 		$499K Sell
56,161
-13,533
-19% -$125K 0.01% 933
2025
Q4 		$647K Sell
69,694
-16,073
-19% -$158K 0.01% 774
2025
Q3 		$872K Sell
85,767
-2,599
-3% -$29.6K 0.02% 645
2025
Q2 		$994K Sell
88,366
-2,574
-3% -$28.4K 0.03% 547
2025
Q1 		$1.06M Sell
90,940
-100
-0.1% -$1.25K 0.04% 465
2024
Q4 		$1.1M Buy
91,040
+9,902
+12% +$130K 0.04% 454
2024
Q3 		$1.12M Buy
81,138
+23,865
+42% +$347K 0.04% 411
2024
Q2 		$861K Buy
57,273
+16,568
+41% +$254K 0.03% 441
2024
Q1 		$610K Buy
40,705
+2,108
+5% +$31.9K 0.03% 519
2023
Q4 		$565K Buy
38,597
+1,992
+5% +$28.9K 0.03% 520
2023
Q3 		$533K Buy
36,605
+12,354
+51% +$178K 0.03% 473
2023
Q2 		$336K Buy
24,251
+1,728
+8% +$23.5K 0.02% 599
2023
Q1 		$307K Buy
22,523
+2,891
+15% +$43.2K 0.02% 596
2022
Q4 		$269K Buy
19,632
+1,300
+7% +$19.5K 0.02% 590
2022
Q3 		$265K Buy
18,332
+5,401
+42% +$91.4K 0.02% 574
2022
Q2 		$217K Buy
12,931
+1,412
+12% +$26.1K 0.02% 616
2022
Q1 		$226K Hold
11,519
– – 0.02% 703
2021
Q4 		$221K Buy
+11,519
New +$219K 0.02% 697

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

Independent Financial Group's GSBD Position: Q2 2026 in Review

Independent Financial Group reduced its Goldman Sachs BDC (GSBD) stake by 45% in Q2 2026, selling an estimated $233K and leaving 31,068 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1258.

Independent Financial Group first reported a position in GSBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Independent Financial Group held 31,068 shares of Goldman Sachs BDC worth $295K as of Q2 2026.
  • Independent Financial Group sold 25,093 Goldman Sachs BDC shares in Q2 2026, an estimated $233K.
  • Goldman Sachs BDC made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1258 holding.
  • Independent Financial Group first reported a position in Goldman Sachs BDC in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Goldman Sachs BDC position peaked at $1.12M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.