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Merit Financial Group’s Goldman Sachs BDC GSBD Stock Holding History

Merit Financial Group’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
2025
Q3 		– Sell
-74,931
Closed -$843K – 1825
2025
Q2 		$843K Sell
74,931
-60,513
-45% -$667K 0.01% 867
2025
Q1 		$1.58M Hold
135,444
– – 0.02% 498
2024
Q4 		$1.64M Buy
135,444
+100
+0.1% +$1.31K 0.03% 396
2024
Q3 		$1.86M Hold
135,344
– – 0.04% 290
2024
Q2 		$2.03M Hold
135,344
– – 0.04% 263
2024
Q1 		$2.11M Buy
+135,344
New +$2.05M 0.05% 256
2022
Q3 		– Sell
-50,450
Closed -$848K – 601
2022
Q2 		$848K Buy
50,450
+7,000
+16% +$129K 0.03% 281
2022
Q1 		$852K Buy
+43,450
New +$859K 0.05% 169

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Merit Financial Group's GSBD Position: Q3 2025 in Review

Merit Financial Group sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 74,931 shares — an estimated $843K sold.

Merit Financial Group first reported a position in GSBD in Q1 2022 and held it in 8 quarters. The position peaked at $2.11M in Q1 2024. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

  • Merit Financial Group reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 74,931 Goldman Sachs BDC shares in Q3 2025, an estimated $843K.
  • Merit Financial Group first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 8 quarters.
  • Merit Financial Group's Goldman Sachs BDC position peaked at $2.11M in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.