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Stephens Consulting’s Goldman Sachs BDC GSBD Stock Holding History

Stephens Consulting’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
Q1 		– Sell
-100
Closed -$1.21K – 1529
2024
Q4 		$1.21K Hold
100
– – ﹤0.01% 477
2024
Q3 		$1.38K Hold
100
– – ﹤0.01% 467
2024
Q2 		$1.5K Hold
100
– – ﹤0.01% 547
2024
Q1 		$1.5K Hold
100
– – ﹤0.01% 432
2023
Q4 		$1.47K Hold
100
– – ﹤0.01% 443
2023
Q3 		$1.46K Hold
100
– – ﹤0.01% 450
2023
Q2 		$1.39K Hold
100
– – ﹤0.01% 451
2023
Q1 		$1.36K Hold
100
– – ﹤0.01% 472
2022
Q4 		$1.37K Hold
100
– – ﹤0.01% 447
2022
Q3 		$1.45K Hold
100
– – ﹤0.01% 503
2022
Q2 		$1.68K Buy
+100
New +$1.85K ﹤0.01% 490

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Consulting's GSBD Position: Q1 2025 in Review

Stephens Consulting sold out of Goldman Sachs BDC (GSBD) in Q1 2025, closing a stake of 100 shares — an estimated $1.21K sold.

Stephens Consulting first reported a position in GSBD in Q2 2022 and held it in 11 quarters. The position peaked at $1.68K in Q2 2022. 227 funds tracked by Wall St. Rank hold GSBD as of Q1 2025.

  • Stephens Consulting reported no remaining Goldman Sachs BDC position as of Q1 2025 after selling out during the quarter.
  • Stephens Consulting sold 100 Goldman Sachs BDC shares in Q1 2025, an estimated $1.21K.
  • Stephens Consulting first reported a position in Goldman Sachs BDC in Q2 2022 and held it in 11 quarters.
  • Stephens Consulting's Goldman Sachs BDC position peaked at $1.68K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2025.

Based on Stephens Consulting's 13F filing for Q1 2025, filed 17 Apr 2025.