LPL Financial’s Goldman Sachs BDC GSBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.43M Sell
151,254
-64,939
-30% -$603K ﹤0.01% 4098
2026
Q1
$1.92M Sell
216,193
-3,529
-2% -$32.6K ﹤0.01% 3545
2025
Q4
$2.04M Sell
219,722
-24,254
-10% -$238K ﹤0.01% 3405
2025
Q3
$2.48M Buy
243,976
+28,451
+13% +$324K ﹤0.01% 3120
2025
Q2
$2.42M Buy
215,525
+46,128
+27% +$509K ﹤0.01% 2945
2025
Q1
$1.97M Buy
169,397
+25,062
+17% +$313K ﹤0.01% 2976
2024
Q4
$1.75M Buy
144,335
+41,915
+41% +$550K ﹤0.01% 2985
2024
Q3
$1.41M Buy
102,420
+15,645
+18% +$227K ﹤0.01% 3064
2024
Q2
$1.3M Buy
86,775
+14,103
+19% +$216K ﹤0.01% 3002
2024
Q1
$1.09M Sell
72,672
-4,112
-5% -$62.2K ﹤0.01% 3096
2023
Q4
$1.12M Buy
76,784
+8,810
+13% +$128K ﹤0.01% 2938
2023
Q3
$990K Sell
67,974
-3,392
-5% -$48.8K ﹤0.01% 2895
2023
Q2
$989K Sell
71,366
-6,012
-8% -$81.6K ﹤0.01% 2839
2023
Q1
$1.06M Sell
77,378
-11,987
-13% -$179K ﹤0.01% 2710
2022
Q4
$1.23M Buy
89,365
+2,000
+2% +$30K ﹤0.01% 2488
2022
Q3
$1.26M Sell
87,365
-1,088
-1% -$18.4K ﹤0.01% 2355
2022
Q2
$1.49M Buy
88,453
+43,473
+97% +$802K ﹤0.01% 2260
2022
Q1
$882K Sell
44,980
-7,193
-14% -$142K ﹤0.01% 2707
2021
Q4
$1M Buy
52,173
+2,554
+5% +$48.5K ﹤0.01% 2659
2021
Q3
$911K Buy
49,619
+9,324
+23% +$178K ﹤0.01% 2687
2021
Q2
$790K Buy
40,295
+13,704
+52% +$271K ﹤0.01% 2767
2021
Q1
$514K Buy
26,591
+10,108
+61% +$189K ﹤0.01% 2999
2020
Q4
$315K Buy
16,483
+6,072
+58% +$104K ﹤0.01% 3157
2020
Q3
$157K Sell
10,411
-460
-4% -$7.2K ﹤0.01% 3269
2020
Q2
$176K Sell
10,871
-1,870
-15% -$28.9K ﹤0.01% 3160
2020
Q1
$157K Buy
+12,741
New +$241K ﹤0.01% 2886
2017
Q2
Sell
-97,225
Closed -$2.39M 2879
2017
Q1
$2.39M Buy
97,225
+22,548
+30% +$548K 0.02% 738
2016
Q4
$1.74M Buy
74,677
+11,190
+18% +$251K 0.01% 879
2016
Q3
$1.37M Buy
63,487
+14,286
+29% +$299K 0.01% 976
2016
Q2
$984K Sell
49,201
-14,009
-22% -$277K 0.01% 1176
2016
Q1
$1.22M Buy
63,210
+3,608
+6% +$67.9K ﹤0.01% 1530
2015
Q4
$1.14M Buy
59,602
+28,682
+93% +$567K ﹤0.01% 1580
2015
Q3
$599K Buy
30,920
+9,715
+46% +$222K ﹤0.01% 1639
2015
Q2
$479K Buy
+21,205
New +$460K ﹤0.01% 1930

Other funds holding GSBD

LPL Financial's GSBD Position: Q2 2026 in Review

LPL Financial reduced its Goldman Sachs BDC (GSBD) stake by 30% in Q2 2026, selling an estimated $603K and leaving 151,254 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #4098.

LPL Financial first reported a position in GSBD in Q2 2015 and has held it in 34 quarters since. The position peaked at $2.48M in Q3 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • LPL Financial held 151,254 shares of Goldman Sachs BDC worth $1.43M as of Q2 2026.
  • LPL Financial sold 64,939 Goldman Sachs BDC shares in Q2 2026, an estimated $603K.
  • Goldman Sachs BDC made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4098 holding.
  • LPL Financial first reported a position in Goldman Sachs BDC in Q2 2015 and has held it in 34 quarters since.
  • LPL Financial's Goldman Sachs BDC position peaked at $2.48M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.