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Naviter Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Naviter Wealth’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 		$2.48M Buy
253,413
+69,978
+38% +$650K 0.23% 105
2026
Q1 		$1.69M Buy
183,435
+53,742
+41% +$496K 0.21% 113
2025
Q4 		$1.25M Sell
129,693
-41,557
-24% -$408K 0.16% 143
2025
Q3 		$1.82M Sell
171,250
-13,958
-8% -$159K 0.21% 122
2025
Q2 		$2.17M Buy
185,208
+37,758
+26% +$416K 0.27% 105
2025
Q1 		$1.79M Buy
147,450
+11,922
+9% +$149K 0.22% 130
2024
Q4 		$1.7M Sell
135,528
-13,535
-9% -$178K 0.21% 132
2024
Q3 		$2.12M Buy
149,063
+17,822
+14% +$259K 0.29% 96
2024
Q2 		$2.03M Buy
131,241
+46,760
+55% +$718K 0.3% 92
2024
Q1 		$1.3M Buy
+84,481
New +$1.28M 0.21% 133

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

Naviter Wealth's GSBD Position: Q2 2026 in Review

Naviter Wealth increased its Goldman Sachs BDC (GSBD) stake by 38% in Q2 2026, buying an estimated $650K and bringing the position to 253,413 shares worth $2.48M. The position accounts for 0.23% of the portfolio, ranked #105.

Naviter Wealth first reported a position in GSBD in Q1 2024 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Naviter Wealth held 253,413 shares of Goldman Sachs BDC worth $2.48M as of Q2 2026.
  • Naviter Wealth bought 69,978 Goldman Sachs BDC shares in Q2 2026, an estimated $650K.
  • Goldman Sachs BDC made up 0.23% of Naviter Wealth's portfolio in Q2 2026, its #105 holding.
  • Naviter Wealth first reported a position in Goldman Sachs BDC in Q1 2024 and has held it in 10 quarters since.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.