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

Jefferies 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 		$373K Buy
39,295
+21,025
+115% +$195K ﹤0.01% 1320
2026
Q1 		$162K Buy
+18,270
New +$169K ﹤0.01% 1552
2025
Q1 		– Sell
-139,673
Closed -$1.69M – 1768
2024
Q4 		$1.69M Buy
+139,673
New +$1.83M 0.01% 726

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

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

Jefferies Financial Group increased its Goldman Sachs BDC (GSBD) stake by 115% in Q2 2026, buying an estimated $195K and bringing the position to 39,295 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Jefferies Financial Group first reported a position in GSBD in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Jefferies Financial Group held 39,295 shares of Goldman Sachs BDC worth $373K as of Q2 2026.
  • Jefferies Financial Group bought 21,025 Goldman Sachs BDC shares in Q2 2026, an estimated $195K.
  • Goldman Sachs BDC made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1320 holding.
  • Jefferies Financial Group first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 3 quarters since.
  • Jefferies Financial Group's Goldman Sachs BDC position peaked at $1.69M in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.