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PFG Investments’s Goldman Sachs BDC GSBD Stock Holding History

PFG Investments’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 		$639K Sell
67,406
-5,452
-7% -$50.6K 0.02% 559
2026
Q1 		$647K Buy
72,858
+2,319
+3% +$21.4K 0.03% 505
2025
Q4 		$655K Sell
70,539
-9,043
-11% -$88.7K 0.03% 469
2025
Q3 		$809K Sell
79,582
-5,623
-7% -$64K 0.04% 392
2025
Q2 		$959K Buy
85,205
+11,322
+15% +$125K 0.06% 316
2025
Q1 		$859K Buy
73,883
+18,633
+34% +$233K 0.06% 337
2024
Q4 		$669K Buy
55,250
+15,610
+39% +$205K 0.04% 396
2024
Q3 		$545K Buy
39,640
+10,514
+36% +$153K 0.04% 458
2024
Q2 		$438K Buy
29,126
+4,171
+17% +$64K 0.03% 498
2024
Q1 		$374K Buy
+24,955
New +$377K 0.02% 649

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

PFG Investments's GSBD Position: Q2 2026 in Review

PFG Investments reduced its Goldman Sachs BDC (GSBD) stake by 7.5% in Q2 2026, selling an estimated $50.6K and leaving 67,406 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #559.

PFG Investments first reported a position in GSBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $959K in Q2 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • PFG Investments held 67,406 shares of Goldman Sachs BDC worth $639K as of Q2 2026.
  • PFG Investments sold 5,452 Goldman Sachs BDC shares in Q2 2026, an estimated $50.6K.
  • Goldman Sachs BDC made up 0.02% of PFG Investments's portfolio in Q2 2026, its #559 holding.
  • PFG Investments first reported a position in Goldman Sachs BDC in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Goldman Sachs BDC position peaked at $959K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.