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 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 New York $871B AUM 31.28% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Naviter Wealth's GSBD Position: Q1 2026 in Review

Naviter Wealth increased its Goldman Sachs BDC (GSBD) stake by 41% in Q1 2026, buying an estimated $496K and bringing the position to 183,435 shares worth $1.69M. The position accounts for 0.21% of the portfolio, ranked #113.

Naviter Wealth first reported a position in GSBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q2 2025. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

Naviter Wealth held 183,435 shares of Goldman Sachs BDC worth $1.69M as of Q1 2026.
Naviter Wealth bought 53,742 Goldman Sachs BDC shares in Q1 2026, an estimated $496K.
Goldman Sachs BDC made up 0.21% of Naviter Wealth's portfolio in Q1 2026, its #113 holding.
Naviter Wealth first reported a position in Goldman Sachs BDC in Q1 2024 and has held it in 9 quarters since.
Naviter Wealth's Goldman Sachs BDC position peaked at $2.17M in Q2 2025.
199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.