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Steel Grove Capital Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Steel Grove Capital Advisors’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
Q3 		$782K Hold
86,049
– – 0.07% 122
2026
Q2 		$816K Buy
86,049
+1,482
+2% +$13.8K 0.08% 123
2026
Q1 		$751K Buy
84,567
+33,612
+66% +$310K 0.08% 120
2025
Q4 		$473K Buy
+50,955
New +$500K 0.05% 123

Other funds holding GSBD

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Steel Grove Capital Advisors's GSBD Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Goldman Sachs BDC (GSBD) position steady in Q3 2026 at 86,049 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #122.

Steel Grove Capital Advisors first reported a position in GSBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $816K in Q2 2026. 29 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Steel Grove Capital Advisors held 86,049 shares of Goldman Sachs BDC worth $782K as of Q3 2026.
  • Steel Grove Capital Advisors left its Goldman Sachs BDC share count unchanged in Q3 2026.
  • Goldman Sachs BDC made up 0.07% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #122 holding.
  • Steel Grove Capital Advisors first reported a position in Goldman Sachs BDC in Q4 2025 and has held it in 4 quarters since.
  • Steel Grove Capital Advisors's Goldman Sachs BDC position peaked at $816K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.