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Sowell Financial Services’s Goldman Sachs BDC GSBD Stock Holding History

Sowell Financial Services’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 		$112K Sell
11,775
-9,930
-46% -$92.2K ﹤0.01% 1132
2026
Q1 		$193K Sell
21,705
-1,080
-5% -$9.97K 0.01% 1055
2025
Q4 		$211K Buy
+22,785
New +$223K 0.01% 1008

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

Sowell Financial Services's GSBD Position: Q2 2026 in Review

Sowell Financial Services reduced its Goldman Sachs BDC (GSBD) stake by 46% in Q2 2026, selling an estimated $92.2K and leaving 11,775 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Sowell Financial Services first reported a position in GSBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Sowell Financial Services held 11,775 shares of Goldman Sachs BDC worth $112K as of Q2 2026.
  • Sowell Financial Services sold 9,930 Goldman Sachs BDC shares in Q2 2026, an estimated $92.2K.
  • Goldman Sachs BDC made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1132 holding.
  • Sowell Financial Services first reported a position in Goldman Sachs BDC in Q4 2025 and has held it in 3 quarters since.
  • Sowell Financial Services's Goldman Sachs BDC position peaked at $211K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.