Pension & Wealth Management Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Pension & Wealth Management Advisors’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	$1.62M	Sell	171,030 -90,693	-35%	-$842K	0.44%	38
2026 Q1	$2.32M	Buy	261,723 +173,397	+196%	+$1.6M	0.69%	26
2025 Q4	$820K	Buy	88,326 +8,674	+11%	+$85.1K	0.24%	60
2025 Q3	$810K	Buy	79,652 +15,094	+23%	+$172K	0.26%	63
2025 Q2	$726K	Buy	64,558 +5,192	+9%	+$57.2K	0.24%	67
2025 Q1	$690K	Buy	59,366 +2,617	+5%	+$32.7K	0.26%	67
2024 Q4	$687K	Buy	+56,749	New	+$745K	0.27%	62

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pension & Wealth Management Advisors's GSBD Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Goldman Sachs BDC (GSBD) stake by 35% in Q2 2026, selling an estimated $842K and leaving 171,030 shares worth $1.62M. The position accounts for 0.44% of the portfolio, ranked #38.

Pension & Wealth Management Advisors first reported a position in GSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 196 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Pension & Wealth Management Advisors held 171,030 shares of Goldman Sachs BDC worth $1.62M as of Q2 2026.
Pension & Wealth Management Advisors sold 90,693 Goldman Sachs BDC shares in Q2 2026, an estimated $842K.
Goldman Sachs BDC made up 0.44% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #38 holding.
Pension & Wealth Management Advisors first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's Goldman Sachs BDC position peaked at $2.32M in Q1 2026.
196 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.