Raymond James Financial
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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
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 $871B AUM 31.28% 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 $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Raymond James Financial's GSBD Position: Q1 2026 in Review

Raymond James Financial increased its Goldman Sachs BDC (GSBD) stake by 8.5% in Q1 2026, buying an estimated $502K and bringing the position to 693,807 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Raymond James Financial first reported a position in GSBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.11M in Q4 2024. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Raymond James Financial held 693,807 shares of Goldman Sachs BDC worth $6.16M as of Q1 2026.
  • Raymond James Financial bought 54,412 Goldman Sachs BDC shares in Q1 2026, an estimated $502K.
  • Goldman Sachs BDC made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2430 holding.
  • Raymond James Financial first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Goldman Sachs BDC position peaked at $8.11M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.