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Stephens Inc’s Goldman Sachs BDC GSBD Stock Holding History

Stephens Inc’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 		$102K Buy
+10,740
New +$99.7K ﹤0.01% 1272
2025
Q3 		– Sell
-33,381
Closed -$376K – 1347
2025
Q2 		$376K Buy
33,381
+3,215
+11% +$35.4K 0.01% 933
2025
Q1 		$351K Hold
30,166
– – 0.01% 933
2024
Q4 		$365K Buy
30,166
+785
+3% +$10.3K 0.01% 943
2024
Q3 		$404K Hold
29,381
– – 0.01% 914
2024
Q2 		$442K Hold
29,381
– – 0.01% 845
2024
Q1 		$440K Hold
29,381
– – 0.01% 866
2023
Q4 		$430K Sell
29,381
-13,476
-31% -$195K 0.01% 797
2023
Q3 		$624K Hold
42,857
– – 0.01% 652
2023
Q2 		$594K Hold
42,857
– – 0.01% 681
2023
Q1 		$585K Hold
42,857
– – 0.01% 673
2022
Q4 		$588K Hold
42,857
– – 0.01% 640
2022
Q3 		$619K Sell
42,857
-9,865
-19% -$167K 0.01% 632
2022
Q2 		$886K Buy
52,722
+5,136
+11% +$94.8K 0.02% 556
2022
Q1 		$933K Buy
47,586
+1,992
+4% +$39.4K 0.02% 616
2021
Q4 		$874K Sell
45,594
-12,594
-22% -$239K 0.01% 670
2021
Q3 		$1.07M Hold
58,188
– – 0.02% 629
2021
Q2 		$1.14M Buy
+58,188
New +$1.15M 0.02% 623

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

Stephens Inc's GSBD Position: Q2 2026 in Review

Stephens Inc opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 10,740 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Stephens Inc previously reported a position in GSBD as recently as Q2 2025.

Stephens Inc first reported a position in GSBD in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q2 2021. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Stephens Inc held 10,740 shares of Goldman Sachs BDC worth $102K as of Q2 2026.
  • Goldman Sachs BDC was a new Stephens Inc position in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1272 holding.
  • Stephens Inc first reported a position in Goldman Sachs BDC in Q2 2021 and has held it in 18 quarters since.
  • Stephens Inc's Goldman Sachs BDC position peaked at $1.14M in Q2 2021.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.