JFS Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

JFS Wealth 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	$1.38K	Buy	+141	New	+$1.31K	﹤0.01%	1721

Other funds holding GSBD

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 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

JFS Wealth Advisors's GSBD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 141 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

JFS Wealth Advisors held 141 shares of Goldman Sachs BDC worth $1.38K as of Q2 2026.
Goldman Sachs BDC was a new JFS Wealth Advisors position in Q2 2026.
Goldman Sachs BDC made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1721 holding.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.