Jones Financial Companies
GSBD icon

Jones Financial Companies’s Goldman Sachs BDC GSBD Stock Holding History

Jones Financial Companies’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 		– Sell
-100
Closed -$928 – 4814
2025
Q4 		$928 Sell
100
-100
-50% -$981 ﹤0.01% 4037
2025
Q3 		$2.18K Sell
200
-300
-60% -$3.41K ﹤0.01% 3660
2025
Q2 		$5.82K Buy
+500
New +$5.51K ﹤0.01% 3087

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Jones Financial Companies's GSBD Position: Q1 2026 in Review

Jones Financial Companies sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 100 shares — an estimated $928 sold.

Jones Financial Companies first reported a position in GSBD in Q2 2025 and held it in 3 quarters. The position peaked at $5.82K in Q2 2025. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Jones Financial Companies reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 100 Goldman Sachs BDC shares in Q1 2026, an estimated $928.
  • Jones Financial Companies first reported a position in Goldman Sachs BDC in Q2 2025 and held it in 3 quarters.
  • Jones Financial Companies's Goldman Sachs BDC position peaked at $5.82K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.