Savant Capital’s Goldman Sachs BDC GSBD Stock Holding History

Savant Capital’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
2025 Q4	–	Sell	-33,638	Closed	-$342K	–	1392
2025 Q3	$342K	Buy	33,638 +115	+0.3%	+$1.31K	﹤0.01%	958
2025 Q2	$377K	Buy	33,523 +123	+0.4%	+$1.36K	﹤0.01%	861
2025 Q1	$388K	Sell	33,400 -3,657	-10%	-$45.7K	﹤0.01%	745
2024 Q4	$448K	Sell	37,057 -36,899	-50%	-$484K	﹤0.01%	927
2024 Q3	$1.02M	Buy	+73,956	New	+$1.07M	0.01%	640

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Savant Capital's GSBD Position: Q4 2025 in Review

Savant Capital sold out of Goldman Sachs BDC (GSBD) in Q4 2025, closing a stake of 33,638 shares — an estimated $342K sold.

Savant Capital first reported a position in GSBD in Q3 2024 and held it in 5 quarters. The position peaked at $1.02M in Q3 2024. 211 funds tracked by Wall St. Rank hold GSBD as of Q4 2025.

Savant Capital reported no remaining Goldman Sachs BDC position as of Q4 2025 after selling out during the quarter.
Savant Capital sold 33,638 Goldman Sachs BDC shares in Q4 2025, an estimated $342K.
Savant Capital first reported a position in Goldman Sachs BDC in Q3 2024 and held it in 5 quarters.
Savant Capital's Goldman Sachs BDC position peaked at $1.02M in Q3 2024.
211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.