Sumitomo Mitsui Trust Group
GSBD icon

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
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% 749
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

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group's GSBD Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Goldman Sachs BDC (GSBD) stake by 0.72% in Q2 2026, buying an estimated $46.4K and bringing the position to 701,783 shares worth $6.65M. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Sumitomo Mitsui Trust Group first reported a position in GSBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.07M in Q1 2022. 80 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 701,783 shares of Goldman Sachs BDC worth $6.65M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 5,000 Goldman Sachs BDC shares in Q2 2026, an estimated $46.4K.
  • Goldman Sachs BDC made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #702 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Goldman Sachs BDC in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Goldman Sachs BDC position peaked at $8.07M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.