Stiles Financial Services’s Goldman Sachs BDC GSBD Stock Holding History

Stiles Financial Services’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 Q1	$1.34M	Sell	150,729 -2,242	-1%	-$20.7K	0.41%	69
2025 Q4	$1.42M	Buy	152,971 +3,131	+2%	+$30.7K	0.44%	63
2025 Q3	$1.52M	Buy	149,840 +38,833	+35%	+$442K	0.48%	64
2025 Q2	$1.25M	Buy	111,007 +26,924	+32%	+$297K	0.43%	72
2025 Q1	$978K	Buy	84,083 +52,406	+165%	+$655K	0.38%	81
2024 Q4	$383K	Buy	+31,677	New	+$416K	0.14%	131

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stiles Financial Services's GSBD Position: Q1 2026 in Review

Stiles Financial Services reduced its Goldman Sachs BDC (GSBD) stake by 1.5% in Q1 2026, selling an estimated $20.7K and leaving 150,729 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #69.

Stiles Financial Services first reported a position in GSBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2025. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

Stiles Financial Services held 150,729 shares of Goldman Sachs BDC worth $1.34M as of Q1 2026.
Stiles Financial Services sold 2,242 Goldman Sachs BDC shares in Q1 2026, an estimated $20.7K.
Goldman Sachs BDC made up 0.41% of Stiles Financial Services's portfolio in Q1 2026, its #69 holding.
Stiles Financial Services first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 6 quarters since.
Stiles Financial Services's Goldman Sachs BDC position peaked at $1.52M in Q3 2025.
199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.