Raymond James Financial
GSBD icon

Raymond James Financial’s Goldman Sachs BDC GSBD Stock Holding History

Raymond James Financial’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 		$6.7M Buy
706,549
+12,742
+2% +$118K ﹤0.01% 2505
2026
Q1 		$6.16M Buy
693,807
+54,412
+9% +$502K ﹤0.01% 2430
2025
Q4 		$5.93M Sell
639,395
-5,493
-0.9% -$53.9K ﹤0.01% 2376
2025
Q3 		$6.56M Buy
644,888
+13,291
+2% +$151K ﹤0.01% 2255
2025
Q2 		$7.11M Sell
631,597
-51,674
-8% -$570K ﹤0.01% 2132
2025
Q1 		$7.95M Buy
683,271
+12,701
+2% +$159K ﹤0.01% 1991
2024
Q4 		$8.11M Buy
+670,570
New +$8.8M ﹤0.01% 2002

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

Raymond James Financial's GSBD Position: Q2 2026 in Review

Raymond James Financial increased its Goldman Sachs BDC (GSBD) stake by 1.8% in Q2 2026, buying an estimated $118K and bringing the position to 706,549 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Raymond James Financial first reported a position in GSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.11M in Q4 2024. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Raymond James Financial held 706,549 shares of Goldman Sachs BDC worth $6.7M as of Q2 2026.
  • Raymond James Financial bought 12,742 Goldman Sachs BDC shares in Q2 2026, an estimated $118K.
  • Goldman Sachs BDC made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2505 holding.
  • Raymond James Financial first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Goldman Sachs BDC position peaked at $8.11M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.