Patriot Financial Group Insurance Agency’s Goldman Sachs BDC GSBD Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-12,848	Closed	-$114K	–	582
2026 Q1	$114K	Buy	+12,848	New	+$119K	0.01%	684
2025 Q4	–	Sell	-10,380	Closed	-$106K	–	529
2025 Q3	$106K	Buy	10,380 +148	+1%	+$1.68K	0.01%	480
2025 Q2	$115K	Sell	10,232 -21,263	-68%	-$234K	0.01%	517
2025 Q1	$366K	Buy	+31,495	New	+$394K	0.05%	347

Other funds holding GSBD

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 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Patriot Financial Group Insurance Agency's GSBD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Goldman Sachs BDC (GSBD) in Q2 2026, closing a stake of 12,848 shares — an estimated $114K sold.

Patriot Financial Group Insurance Agency first reported a position in GSBD in Q1 2025 and held it in 4 quarters. The position peaked at $366K in Q1 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Goldman Sachs BDC position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 12,848 Goldman Sachs BDC shares in Q2 2026, an estimated $114K.
Patriot Financial Group Insurance Agency first reported a position in Goldman Sachs BDC in Q1 2025 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Goldman Sachs BDC position peaked at $366K in Q1 2025.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.