Mallini Complete Financial Planning
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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
Q3 		$104K Buy
11,462
+533
+5% +$5.02K 0.07% 71
2026
Q2 		$104K Buy
10,929
+148
+1% +$1.38K 0.07% 69
2026
Q1 		$95.7K Buy
+10,781
New +$100K 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

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mallini Complete Financial Planning's GSBD Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its Goldman Sachs BDC (GSBD) stake by 4.9% in Q3 2026, buying an estimated $5.02K and bringing the position to 11,462 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #71.

Mallini Complete Financial Planning first reported a position in GSBD in Q1 2025 and has held it in 4 quarters since. The position peaked at $119K in Q1 2025. 150 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Mallini Complete Financial Planning held 11,462 shares of Goldman Sachs BDC worth $104K as of Q3 2026.
  • Mallini Complete Financial Planning bought 533 Goldman Sachs BDC shares in Q3 2026, an estimated $5.02K.
  • Goldman Sachs BDC made up 0.07% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #71 holding.
  • Mallini Complete Financial Planning first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 4 quarters since.
  • Mallini Complete Financial Planning's Goldman Sachs BDC position peaked at $119K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.