Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Goldman Sachs BDC GSBD Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$6.47M Buy
711,783
+10,000
+1% +$94.2K ﹤0.01% 686
2026
Q2 		$6.65M Buy
701,783
+5,000
+0.7% +$46.4K ﹤0.01% 702
2026
Q1 		$6.19M Hold
696,783
– – ﹤0.01% 703
2025
Q4 		$6.47M Sell
696,783
-15,182
-2% -$149K ﹤0.01% 711
2025
Q3 		$7.24M Buy
711,965
+254,828
+56% +$2.9M ﹤0.01% 703
2025
Q2 		$5.14M Buy
457,137
+39,067
+9% +$431K ﹤0.01% 716
2025
Q1 		$4.86M Buy
418,070
+30,172
+8% +$377K ﹤0.01% 731
2024
Q4 		$4.69M Buy
387,898
+4,313
+1% +$56.6K ﹤0.01% 751
2024
Q3 		$5.28M Sell
383,585
-35,286
-8% -$513K ﹤0.01% 750
2024
Q2 		$6.3M Buy
418,871
+13,319
+3% +$204K ﹤0.01% 739
2024
Q1 		$6.08M Buy
405,552
+32,296
+9% +$489K ﹤0.01% 808
2023
Q4 		$5.47M Sell
373,256
-56
-0% -$812 ﹤0.01% 811
2023
Q3 		$5.44M Buy
373,312
+6,969
+2% +$100K ﹤0.01% 827
2023
Q2 		$5.08M Sell
366,343
-7,174
-2% -$97.4K ﹤0.01% 829
2023
Q1 		$5.1M Sell
373,517
-19,260
-5% -$288K ﹤0.01% 832
2022
Q4 		$5.39M Sell
392,777
-7,376
-2% -$111K ﹤0.01% 835
2022
Q3 		$5.78M Sell
400,153
-33,416
-8% -$565K ﹤0.01% 837
2022
Q2 		$7.28M Buy
433,569
+22,127
+5% +$408K 0.01% 833
2022
Q1 		$8.07M Buy
411,442
+55,788
+16% +$1.1M 0.01% 811
2021
Q4 		$6.81M Buy
355,654
+141,116
+66% +$2.68M ﹤0.01% 807
2021
Q3 		$3.94M Sell
214,538
-10,499
-5% -$201K ﹤0.01% 862
2021
Q2 		$4.41M Buy
225,037
+20,978
+10% +$415K ﹤0.01% 864
2021
Q1 		$3.94M Sell
204,059
-53,457
-21% -$1M ﹤0.01% 862
2020
Q4 		$4.92M Sell
257,516
-58,549
-19% -$1.01M ﹤0.01% 838
2020
Q3 		$4.75M Sell
316,065
-17,666
-5% -$277K ﹤0.01% 822
2020
Q2 		$5.42M Hold
333,731
– – ﹤0.01% 793
2020
Q1 		$4.12M Buy
+333,731
New +$6.31M ﹤0.01% 800

Other funds holding GSBD

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GSBD Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Goldman Sachs BDC (GSBD) stake by 1.4% in Q3 2026, buying an estimated $94.2K and bringing the position to 711,783 shares worth $6.47M. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Sumitomo Mitsui Trust Group first reported a position in GSBD in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.07M in Q1 2022. 91 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 711,783 shares of Goldman Sachs BDC worth $6.47M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 10,000 Goldman Sachs BDC shares in Q3 2026, an estimated $94.2K.
  • Goldman Sachs BDC made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #686 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Goldman Sachs BDC in Q1 2020 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Goldman Sachs BDC position peaked at $8.07M in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.