Steward Partners Investment Advisory’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,537
| Closed | -$23.5K | – | 4492 |
|
|
2025
Q4 | $23.5K | Buy |
2,537
+127
| +5% | +$1.25K | ﹤0.01% | 3072 |
|
|
2025
Q3 | $24.5K | Sell |
2,410
-6,901
| -74% | -$78.5K | ﹤0.01% | 2998 |
|
|
2025
Q2 | $105K | Sell |
9,311
-47,193
| -84% | -$520K | ﹤0.01% | 2087 |
|
|
2025
Q1 | $657K | Sell |
56,504
-79,811
| -59% | -$998K | 0.01% | 1099 |
|
|
2024
Q4 | $1.65M | Sell |
136,315
-12,059
| -8% | -$158K | 0.01% | 698 |
|
|
2024
Q3 | $2.04M | Buy |
148,374
+7,781
| +6% | +$113K | 0.02% | 620 |
|
|
2024
Q2 | $2.11M | Sell |
140,593
-5,438
| -4% | -$83.5K | 0.02% | 568 |
|
|
2024
Q1 | $2.19M | Buy |
146,031
+2,035
| +1% | +$30.8K | 0.02% | 556 |
|
|
2023
Q4 | $2.11M | Buy |
143,996
+882
| +0.6% | +$12.8K | 0.03% | 493 |
|
|
2023
Q3 | $2.08M | Buy |
143,114
+10,498
| +8% | +$151K | 0.03% | 463 |
|
|
2023
Q2 | $1.84M | Buy |
132,616
+3,266
| +3% | +$44.3K | 0.03% | 505 |
|
|
2023
Q1 | $1.77M | Buy |
129,350
+3,997
| +3% | +$59.7K | 0.03% | 497 |
|
|
2022
Q4 | $1.72M | Sell |
125,353
-10,317
| -8% | -$155K | 0.03% | 497 |
|
|
2022
Q3 | $1.96M | Buy |
135,670
+6,727
| +5% | +$114K | 0.04% | 435 |
|
|
2022
Q2 | $2.17M | Buy |
128,943
+11,119
| +9% | +$205K | 0.04% | 416 |
|
|
2022
Q1 | $2.31M | Buy |
117,824
+3,286
| +3% | +$64.9K | 0.04% | 436 |
|
|
2021
Q4 | $2.19M | Buy |
114,538
+21,962
| +24% | +$417K | 0.03% | 472 |
|
|
2021
Q3 | $1.7M | Buy |
92,576
+13,735
| +17% | +$263K | 0.03% | 500 |
|
|
2021
Q2 | $1.54M | Sell |
78,841
-23,654
| -23% | -$467K | 0.03% | 524 |
|
|
2021
Q1 | $1.98M | Buy |
102,495
+37,827
| +58% | +$708K | 0.03% | 433 |
|
|
2020
Q4 | $1.24M | Sell |
64,668
-16,265
| -20% | -$279K | 0.03% | 498 |
|
|
2020
Q3 | $1.22M | Sell |
80,933
-40,603
| -33% | -$636K | 0.03% | 430 |
|
|
2020
Q2 | $1.97M | Buy |
121,536
+1,985
| +2% | +$30.6K | 0.06% | 305 |
|
|
2020
Q1 | $1.47M | Buy |
119,551
+9,478
| +9% | +$179K | 0.05% | 312 |
|
|
2019
Q4 | $2.34M | Buy |
110,073
+22,435
| +26% | +$463K | 0.07% | 282 |
|
|
2019
Q3 | $1.76M | Buy |
87,638
+53,843
| +159% | +$1.08M | 0.06% | 296 |
|
|
2019
Q2 | $664K | Buy |
33,795
+3,113
| +10% | +$62.8K | 0.02% | 488 |
|
|
2019
Q1 | $630K | Buy |
30,682
+12,424
| +68% | +$254K | 0.03% | 458 |
|
|
2018
Q4 | $335K | Buy |
+18,258
| New | +$376K | 0.02% | 580 |
|
|
2018
Q3 | – | Sell |
-1,450
| Closed | -$30K | – | 2630 |
|
|
2018
Q2 | $30K | Buy |
+1,450
| New | +$29.1K | ﹤0.01% | 1291 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$3K | – | 1708 |
|
|
2017
Q2 | $3K | Buy |
+160
| New | +$3.76K | ﹤0.01% | 1336 |
|
Other funds holding GSBD
AM
Steward Partners Investment Advisory's GSBD Position: Q1 2026 in Review
Steward Partners Investment Advisory sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 2,537 shares — an estimated $23.5K sold.
Steward Partners Investment Advisory first reported a position in GSBD in Q2 2017 and held it in 31 quarters. The position peaked at $2.34M in Q4 2019. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.
- Steward Partners Investment Advisory reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
- Steward Partners Investment Advisory sold 2,537 Goldman Sachs BDC shares in Q1 2026, an estimated $23.5K.
- Steward Partners Investment Advisory first reported a position in Goldman Sachs BDC in Q2 2017 and held it in 31 quarters.
- Steward Partners Investment Advisory's Goldman Sachs BDC position peaked at $2.34M in Q4 2019.
- 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.