SFG
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Southern Financial Group’s Goldman Sachs BDC GSBD Stock Holding History

Southern Financial 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 		$175K Buy
18,414
+304
+2% +$2.82K 0.04% 93
2026
Q1 		$161K Buy
18,110
+1,806
+11% +$16.7K 0.04% 89
2025
Q4 		$151K Buy
+16,304
New +$160K 0.04% 81

Other funds holding GSBD

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Southern Financial Group's GSBD Position: Q2 2026 in Review

Southern Financial Group increased its Goldman Sachs BDC (GSBD) stake by 1.7% in Q2 2026, buying an estimated $2.82K and bringing the position to 18,414 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #93.

Southern Financial Group first reported a position in GSBD in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Southern Financial Group held 18,414 shares of Goldman Sachs BDC worth $175K as of Q2 2026.
  • Southern Financial Group bought 304 Goldman Sachs BDC shares in Q2 2026, an estimated $2.82K.
  • Goldman Sachs BDC made up 0.04% of Southern Financial Group's portfolio in Q2 2026, its #93 holding.
  • Southern Financial Group first reported a position in Goldman Sachs BDC in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.