Position in GSBD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$312,603
New position
Shares Held
32,975
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 206 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $102,518,149 across 23 Asset Management names. GSBD ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
492,942 | $58,004,485 | |
| 2 | SEIC |
Sei Investments Co
|
197,095 | $17,287,202 | |
| 3 | AB |
Alliancebernstein Holding L.P.
|
214,633 | $7,559,374 | |
| 4 | ARCC |
Ares Capital Corp
|
396,855 | $7,353,722 | |
| 5 | STT |
State Street Corp
|
20,671 | $3,505,801 | |
| 6 | BLK |
BlackRock, Inc.
|
2,129 | $2,047,161 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
22,830 | $972,329 | |
| 8 | TROW |
Price T Rowe Group Inc
|
6,215 | $706,583 |
All Filings in GSBD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,603 | 32,975 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||