Key Financial Inc’s Goldman Sachs BDC GSBD Stock Holding History

Key Financial Inc’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	–	Sell	-2,469	Closed	-$21.9K	–	1390
2026 Q1	$21.9K	Sell	2,469 -1,614	-40%	-$14.9K	﹤0.01%	707
2025 Q4	$37.9K	Hold	4,083	–	–	0.01%	586
2025 Q3	$40.8K	Hold	4,083	–	–	0.01%	563
2025 Q2	$45.9K	Hold	4,083	–	–	0.01%	510
2025 Q1	$47.5K	Hold	4,083	–	–	0.01%	491
2024 Q4	$49.4K	Hold	4,083	–	–	0.01%	481
2024 Q3	$56.2K	Hold	4,083	–	–	0.01%	462
2024 Q2	$61.4K	Hold	4,083	–	–	0.01%	422
2024 Q1	$61.2K	Hold	4,083	–	–	0.02%	404
2023 Q4	$59.8K	Hold	4,083	–	–	0.02%	394
2023 Q3	$59.4K	Hold	4,083	–	–	0.02%	373
2023 Q2	$56.6K	Hold	4,083	–	–	0.02%	388
2023 Q1	$55.7K	Hold	4,083	–	–	0.02%	378
2022 Q4	$59K	Hold	4,083	–	–	0.03%	334
2022 Q3	$59K	Hold	4,083	–	–	0.03%	337
2022 Q2	$69K	Hold	4,083	–	–	0.04%	304
2022 Q1	$80K	Hold	4,083	–	–	0.04%	292
2021 Q4	$78K	Hold	4,083	–	–	0.04%	279
2021 Q3	$75K	Hold	4,083	–	–	0.04%	271
2021 Q2	$78K	Sell	4,083 -2,065	-34%	-$40.8K	0.04%	276
2021 Q1	$119K	Buy	+6,148	New	+$115K	0.08%	179

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

Key Financial Inc's GSBD Position: Q2 2026 in Review

Key Financial Inc sold out of Goldman Sachs BDC (GSBD) in Q2 2026, closing a stake of 2,469 shares — an estimated $21.9K sold.

Key Financial Inc first reported a position in GSBD in Q1 2021 and held it in 21 quarters. The position peaked at $119K in Q1 2021. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Key Financial Inc reported no remaining Goldman Sachs BDC position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 2,469 Goldman Sachs BDC shares in Q2 2026, an estimated $21.9K.
Key Financial Inc first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 21 quarters.
Key Financial Inc's Goldman Sachs BDC position peaked at $119K in Q1 2021.
205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.