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Kestra Advisory Services’s Goldman Sachs BDC GSBD Stock Holding History

Kestra Advisory Services’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
-6,124
Closed -$56.8K – 3643
2025
Q4 		$56.8K Buy
+6,124
New +$60.1K ﹤0.01% 3847
2025
Q2 		– Sell
-18,102
Closed -$211K – 2895
2025
Q1 		$211K Sell
18,102
-4,999
-22% -$62.5K ﹤0.01% 2437
2024
Q4 		$280K Buy
23,101
+5,908
+34% +$77.6K ﹤0.01% 2275
2024
Q3 		$237K Sell
17,193
-2,485
-13% -$36.1K ﹤0.01% 2249
2024
Q2 		$296K Buy
19,678
+1,049
+6% +$16.1K ﹤0.01% 2123
2024
Q1 		$279K Buy
18,629
+2,636
+16% +$39.9K ﹤0.01% 2051
2023
Q4 		$234K Buy
15,993
+718
+5% +$10.4K ﹤0.01% 2006
2023
Q3 		$222K Sell
15,275
-655
-4% -$9.43K ﹤0.01% 1874
2023
Q2 		$221K Buy
+15,930
New +$216K ﹤0.01% 1845

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

Kestra Advisory Services's GSBD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 6,124 shares — an estimated $56.8K sold.

Kestra Advisory Services first reported a position in GSBD in Q2 2023 and held it in 9 quarters. The position peaked at $296K in Q2 2024. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,124 Goldman Sachs BDC shares in Q1 2026, an estimated $56.8K.
  • Kestra Advisory Services first reported a position in Goldman Sachs BDC in Q2 2023 and held it in 9 quarters.
  • Kestra Advisory Services's Goldman Sachs BDC position peaked at $296K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.