PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in GSBD — Goldman Sachs BDC, Inc.

CIK 2145782 WALTHAM, MA

Position in GSBD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,621,364

-$702,736 QoQ

Shares Held

171,030

-34.7% QoQ

Ownership

0.152%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#38

of 206 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $15,669,532 across 29 Asset Management names. GSBD ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund	100,486	$2,382,523
2	GSBD	Goldman Sachs BDC, Inc. This page	171,030	$1,621,364
3	MSDL	Morgan Stanley Direct Lending Fund	96,296	$1,455,995
4	BHK	Blackrock Core Bond Trust	145,707	$1,336,133
5	BGY	BlackRock Enhanced International Dividend Trust	182,641	$1,048,359
6	FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	94,184	$1,035,082
7	BDJ	BlackRock Enhanced Equity Dividend Trust	94,969	$908,853
8	ARCC	Ares Capital Corp	45,481	$842,762

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,621,364	171,030	-34.7%	Shares	Sole	2026-08-07
2026-03-31	$2,324,100	261,723	+196.3%	Shares	Sole	2026-08-07
2025-12-31	$819,665	88,326	+10.9%	Shares	Sole	2026-08-07
2025-09-30	$810,060	79,652	+23.4%	Shares	Sole	2026-08-07
2025-06-30	$726,277	64,558	+8.7%	Shares	Sole	2026-08-07
2025-03-31	$690,426	59,366	+4.6%	Shares	Sole	2026-08-07
2024-12-31	$686,662	56,749	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.