MFG
GSBD icon

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 $871B AUM 31.28% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return