Stifel Financial
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Stifel Financial’s Goldman Sachs BDC GSBD Stock Holding History

Stifel Financial’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
Q3 		– Sell
-23,917
Closed -$269K – 3582
2025
Q2 		$269K Buy
23,917
+5,954
+33% +$65.6K ﹤0.01% 3106
2025
Q1 		$209K Sell
17,963
-4,302
-19% -$53.8K ﹤0.01% 3174
2024
Q4 		$269K Buy
22,265
+355
+2% +$4.66K ﹤0.01% 3011
2024
Q3 		$301K Buy
21,910
+6,963
+47% +$101K ﹤0.01% 2958
2024
Q2 		$225K Buy
14,947
+2,647
+22% +$40.6K ﹤0.01% 3052
2024
Q1 		$184K Buy
+12,300
New +$186K ﹤0.01% 3108
2023
Q1 		– Sell
-13,015
Closed -$179K – 3365
2022
Q4 		$179K Buy
13,015
+2,531
+24% +$38K ﹤0.01% 3007
2022
Q3 		$151K Sell
10,484
-4,688
-31% -$79.3K ﹤0.01% 3024
2022
Q2 		$255K Sell
15,172
-4,746
-24% -$87.6K ﹤0.01% 2837
2022
Q1 		$391K Buy
+19,918
New +$394K ﹤0.01% 2710
2018
Q4 		– Sell
-10,275
Closed -$227K – 2729
2018
Q3 		$227K Sell
10,275
-465
-4% -$10.2K ﹤0.01% 2513
2018
Q2 		$218K Sell
10,740
-1,700
-14% -$34.1K ﹤0.01% 2505
2018
Q1 		$238K Sell
12,440
-11,736
-49% -$244K ﹤0.01% 2383
2017
Q4 		$535K Sell
24,176
-2,814
-10% -$62.4K ﹤0.01% 1872
2017
Q3 		$615K Buy
26,990
+1,350
+5% +$30.1K ﹤0.01% 1759
2017
Q2 		$584K Buy
25,640
+6,240
+32% +$147K ﹤0.01% 1777
2017
Q1 		$478K Buy
19,400
+6,700
+53% +$163K ﹤0.01% 1843
2016
Q4 		$299K Buy
+12,700
New +$284K ﹤0.01% 2045

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Stifel Financial's GSBD Position: Q3 2025 in Review

Stifel Financial sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 23,917 shares — an estimated $269K sold.

Stifel Financial first reported a position in GSBD in Q4 2016 and held it in 18 quarters. The position peaked at $615K in Q3 2017. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

  • Stifel Financial reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 23,917 Goldman Sachs BDC shares in Q3 2025, an estimated $269K.
  • Stifel Financial first reported a position in Goldman Sachs BDC in Q4 2016 and held it in 18 quarters.
  • Stifel Financial's Goldman Sachs BDC position peaked at $615K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.