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Private Wealth Management Group’s Goldman Sachs BDC GSBD Stock Holding History

Private Wealth Management Group’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 		$14.5K Sell
1,526
-589
-28% -$5.47K ﹤0.01% 477
2026
Q1 		$18.8K Buy
2,115
+69
+3% +$637 ﹤0.01% 354
2025
Q4 		$19K Buy
2,046
+53
+3% +$520 0.01% 339
2025
Q3 		$20.3K Buy
1,993
+52
+3% +$591 0.01% 324
2025
Q2 		$21.8K Buy
1,941
+55
+3% +$606 0.01% 283
2025
Q1 		$21.9K Buy
1,886
+63
+3% +$788 0.01% 277
2024
Q4 		$22.1K Buy
+1,823
New +$23.9K 0.01% 280

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

Private Wealth Management Group's GSBD Position: Q2 2026 in Review

Private Wealth Management Group reduced its Goldman Sachs BDC (GSBD) stake by 28% in Q2 2026, selling an estimated $5.47K and leaving 1,526 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Private Wealth Management Group first reported a position in GSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.1K in Q4 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Private Wealth Management Group held 1,526 shares of Goldman Sachs BDC worth $14.5K as of Q2 2026.
  • Private Wealth Management Group sold 589 Goldman Sachs BDC shares in Q2 2026, an estimated $5.47K.
  • Goldman Sachs BDC made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #477 holding.
  • Private Wealth Management Group first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 7 quarters since.
  • Private Wealth Management Group's Goldman Sachs BDC position peaked at $22.1K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.