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Mallini Complete Financial Planning’s Goldman Sachs BDC GSBD Stock Holding History

Mallini Complete Financial Planning’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 		$104K Buy
10,929
+148
+1% +$1.38K 0.07% 69
2026
Q1 		$95.7K Buy
+10,781
New +$99.5K 0.08% 60
2025
Q2 		– Sell
-10,241
Closed -$119K – 61
2025
Q1 		$119K Buy
+10,241
New +$128K 0.11% 58

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Mallini Complete Financial Planning's GSBD Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Goldman Sachs BDC (GSBD) stake by 1.4% in Q2 2026, buying an estimated $1.38K and bringing the position to 10,929 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #69.

Mallini Complete Financial Planning first reported a position in GSBD in Q1 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2025. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Mallini Complete Financial Planning held 10,929 shares of Goldman Sachs BDC worth $104K as of Q2 2026.
  • Mallini Complete Financial Planning bought 148 Goldman Sachs BDC shares in Q2 2026, an estimated $1.38K.
  • Goldman Sachs BDC made up 0.07% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #69 holding.
  • Mallini Complete Financial Planning first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 3 quarters since.
  • Mallini Complete Financial Planning's Goldman Sachs BDC position peaked at $119K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.