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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
Q2 		$1.4M Sell
147,845
-2,884
-2% -$26.8K 0.35% 73
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
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

Stiles Financial Services's GSBD Position: Q2 2026 in Review

Stiles Financial Services reduced its Goldman Sachs BDC (GSBD) stake by 1.9% in Q2 2026, selling an estimated $26.8K and leaving 147,845 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #73.

Stiles Financial Services first reported a position in GSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2025. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Stiles Financial Services held 147,845 shares of Goldman Sachs BDC worth $1.4M as of Q2 2026.
  • Stiles Financial Services sold 2,884 Goldman Sachs BDC shares in Q2 2026, an estimated $26.8K.
  • Goldman Sachs BDC made up 0.35% of Stiles Financial Services's portfolio in Q2 2026, its #73 holding.
  • Stiles Financial Services first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 7 quarters since.
  • Stiles Financial Services's Goldman Sachs BDC position peaked at $1.52M in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.