JWCA
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J.W. Cole Advisors’s Goldman Sachs BDC GSBD Stock Holding History

J.W. Cole 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 		$1.14M Sell
120,656
-213
-0.2% -$1.98K 0.02% 711
2026
Q1 		$1.07M Buy
120,869
+1,623
+1% +$15K 0.04% 362
2025
Q4 		$1.11M Buy
119,246
+17,649
+17% +$173K 0.03% 603
2025
Q3 		$1.03M Buy
101,597
+10,783
+12% +$123K 0.02% 704
2025
Q2 		$1.02M Buy
90,814
+11,103
+14% +$122K 0.02% 661
2025
Q1 		$927K Buy
79,711
+19,723
+33% +$247K 0.03% 565
2024
Q4 		$726K Buy
59,988
+21,746
+57% +$286K 0.03% 508
2024
Q3 		$526K Buy
+38,242
New +$556K 0.02% 578
2024
Q2 		– Sell
-11,954
Closed -$179K – 914
2024
Q1 		$179K Sell
11,954
-230
-2% -$3.48K 0.01% 840
2023
Q4 		$178K Buy
12,184
+474
+4% +$6.87K 0.01% 771
2023
Q3 		$171K Buy
+11,710
New +$169K 0.01% 691

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

J.W. Cole Advisors's GSBD Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Goldman Sachs BDC (GSBD) stake by 0.18% in Q2 2026, selling an estimated $1.98K and leaving 120,656 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #711.

J.W. Cole Advisors first reported a position in GSBD in Q3 2023 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • J.W. Cole Advisors held 120,656 shares of Goldman Sachs BDC worth $1.14M as of Q2 2026.
  • J.W. Cole Advisors sold 213 Goldman Sachs BDC shares in Q2 2026, an estimated $1.98K.
  • Goldman Sachs BDC made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #711 holding.
  • J.W. Cole Advisors first reported a position in Goldman Sachs BDC in Q3 2023 and has held it in 11 quarters since.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.