Virtus Investment Advisers’s Goldman Sachs BDC GSBD Stock Holding History

Virtus Investment Advisers’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	$642K	Sell	67,747 -20,991	-24%	-$195K	0.15%	198
2026 Q1	$788K	Sell	88,738 -11,151	-11%	-$103K	0.22%	163
2025 Q4	$927K	Sell	99,889 -7,900	-7%	-$77.5K	0.25%	135
2025 Q3	$1.1M	Buy	107,789 +54	+0.1%	+$614	0.31%	135
2025 Q2	$1.21M	Sell	107,735 -1,902	-2%	-$21K	0.41%	133
2025 Q1	$1.28M	Buy	+109,637	New	+$1.37M	0.35%	83
2024 Q3	–	Sell	-15,506	Closed	-$233K	–	352
2024 Q2	$233K	Hold	15,506	–	–	0.2%	162
2024 Q1	$232K	Hold	15,506	–	–	0.17%	168
2023 Q4	$227K	Hold	15,506	–	–	0.17%	167
2023 Q3	$226K	Sell	15,506 -18,000	-54%	-$259K	0.15%	159
2023 Q2	$464K	Buy	+33,506	New	+$455K	0.32%	96

Other funds holding GSBD

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 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Virtus Investment Advisers's GSBD Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Goldman Sachs BDC (GSBD) stake by 24% in Q2 2026, selling an estimated $195K and leaving 67,747 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #198.

Virtus Investment Advisers first reported a position in GSBD in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Virtus Investment Advisers held 67,747 shares of Goldman Sachs BDC worth $642K as of Q2 2026.
Virtus Investment Advisers sold 20,991 Goldman Sachs BDC shares in Q2 2026, an estimated $195K.
Goldman Sachs BDC made up 0.15% of Virtus Investment Advisers's portfolio in Q2 2026, its #198 holding.
Virtus Investment Advisers first reported a position in Goldman Sachs BDC in Q2 2023 and has held it in 11 quarters since.
Virtus Investment Advisers's Goldman Sachs BDC position peaked at $1.28M in Q1 2025.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.