Summit Securities Group’s Goldman Sachs BDC GSBD Stock Holding History

Summit Securities 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
2025 Q3	–	Sell	-1,348	Closed	-$15.2K	–	1156
2025 Q2	$15.2K	Buy	+1,348	New	+$14.9K	﹤0.01%	796

Other funds holding GSBD

Goldman Sachs New York $871B AUM 31.28% 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 $4.79B AUM 26.21% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Summit Securities Group's GSBD Position: Q3 2025 in Review

Summit Securities Group sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 1,348 shares — an estimated $15.2K sold.

Summit Securities Group first reported a position in GSBD in Q2 2025 and held it in 1 quarter. The position peaked at $15.2K in Q2 2025. 211 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

Summit Securities Group reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 1,348 Goldman Sachs BDC shares in Q3 2025, an estimated $15.2K.
Summit Securities Group first reported a position in Goldman Sachs BDC in Q2 2025 and held it in 1 quarter.
Summit Securities Group's Goldman Sachs BDC position peaked at $15.2K in Q2 2025.
211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.