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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
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 $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jefferies Financial Group's GSBD Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Goldman Sachs BDC (GSBD) in Q1 2026: 18,270 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in GSBD as recently as Q4 2024.

Jefferies Financial Group first reported a position in GSBD in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.69M in Q4 2024. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Jefferies Financial Group held 18,270 shares of Goldman Sachs BDC worth $162K as of Q1 2026.
  • Goldman Sachs BDC was a new Jefferies Financial Group position in Q1 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1552 holding.
  • Jefferies Financial Group first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 2 quarters since.
  • Jefferies Financial Group's Goldman Sachs BDC position peaked at $1.69M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.