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SeaCrest Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

SeaCrest Wealth Management’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 		$113K Sell
11,900
-3,329
-22% -$30.9K 0.01% 546
2026
Q1 		$135K Sell
15,229
-9,217
-38% -$85.1K 0.01% 622
2025
Q4 		$219K Sell
24,446
-1,412
-5% -$13.8K 0.02% 564
2025
Q3 		$252K Sell
25,858
-9,330
-27% -$106K 0.03% 519
2025
Q2 		$396K Buy
35,188
+533
+2% +$5.88K 0.04% 381
2025
Q1 		$403K Sell
34,655
-1,450
-4% -$18.1K 0.05% 394
2024
Q4 		$437K Sell
36,105
-3,500
-9% -$46K 0.05% 377
2024
Q3 		$545K Buy
39,605
+12,389
+46% +$180K 0.06% 316
2024
Q2 		$409K Buy
27,216
+1,200
+5% +$18.4K 0.05% 371
2024
Q1 		$390K Buy
26,016
+767
+3% +$11.6K 0.05% 370
2023
Q4 		$374K Buy
25,249
+7,074
+39% +$103K 0.05% 385
2023
Q3 		$265K Buy
18,175
+1,300
+8% +$18.7K 0.03% 496
2023
Q2 		$234K Sell
16,875
-3,300
-16% -$44.8K 0.03% 530
2023
Q1 		$275K Buy
20,175
+1,325
+7% +$19.8K 0.04% 489
2022
Q4 		$259K Buy
18,850
+3,650
+24% +$54.8K 0.04% 486
2022
Q3 		$220K Sell
15,200
-1,000
-6% -$16.9K 0.03% 522
2022
Q2 		$272K Sell
16,200
-2,200
-12% -$40.6K 0.03% 501
2022
Q1 		$361K Buy
18,400
+6,800
+59% +$134K 0.04% 462
2021
Q4 		$222K Buy
+11,600
New +$220K 0.02% 611
2019
Q2 		– Sell
-4,950
Closed -$102K – 1049
2019
Q1 		$102K Hold
4,950
– – 0.02% 683
2018
Q4 		$91K Sell
4,950
-1,000
-17% -$20.6K 0.02% 688
2018
Q3 		$132K Sell
5,950
-50
-0.8% -$1.09K 0.02% 654
2018
Q2 		$123K Hold
6,000
– – 0.02% 653
2018
Q1 		$115K Buy
6,000
+1,300
+28% +$27K 0.02% 660
2017
Q4 		$104K Buy
+4,700
New +$104K 0.02% 702

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

SeaCrest Wealth Management's GSBD Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Goldman Sachs BDC (GSBD) stake by 22% in Q2 2026, selling an estimated $30.9K and leaving 11,900 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #546.

SeaCrest Wealth Management first reported a position in GSBD in Q4 2017 and has held it in 25 quarters since. The position peaked at $545K in Q3 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • SeaCrest Wealth Management held 11,900 shares of Goldman Sachs BDC worth $113K as of Q2 2026.
  • SeaCrest Wealth Management sold 3,329 Goldman Sachs BDC shares in Q2 2026, an estimated $30.9K.
  • Goldman Sachs BDC made up 0.01% of SeaCrest Wealth Management's portfolio in Q2 2026, its #546 holding.
  • SeaCrest Wealth Management first reported a position in Goldman Sachs BDC in Q4 2017 and has held it in 25 quarters since.
  • SeaCrest Wealth Management's Goldman Sachs BDC position peaked at $545K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.