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Abundance Wealth Counselors’s Golub Capital BDC GBDC Stock Holding History

Abundance Wealth Counselors’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Buy
218,702
+112,673
+106% +$1.47M 0.18% 76
2026
Q1 		$1.34M Buy
106,029
+7,218
+7% +$92.6K 0.19% 81
2025
Q4 		$1.34M Buy
98,811
+18,068
+22% +$250K 0.23% 73
2025
Q3 		$1.11M Buy
80,743
+4,185
+5% +$61.6K 0.19% 90
2025
Q2 		$1.12M Buy
76,558
+6,920
+10% +$101K 0.21% 86
2025
Q1 		$1.05M Buy
69,638
+13,953
+25% +$214K 0.22% 80
2024
Q4 		$844K Sell
55,685
-122,813
-69% -$1.87M 0.18% 88
2024
Q3 		$2.7M Sell
178,498
-8,847
-5% -$134K 0.56% 24
2024
Q2 		$2.94M Buy
187,345
+139,212
+289% +$2.29M 1.35% 11
2024
Q1 		$800K Buy
48,133
+6,350
+15% +$99.2K 0.18% 86
2023
Q4 		$631K Buy
41,783
+6,971
+20% +$103K 0.16% 94
2023
Q3 		$511K Buy
34,812
+2,044
+6% +$29K 0.15% 95
2023
Q2 		$442K Buy
32,768
+213
+0.7% +$2.83K 0.23% 46
2023
Q1 		$441K Buy
32,555
+5,760
+21% +$77.6K 0.11% 106
2022
Q4 		$353K Buy
26,795
+5,043
+23% +$66.5K 0.1% 108
2022
Q3 		$270K Buy
21,752
+2,430
+13% +$33.1K 0.08% 116
2022
Q2 		$250K Buy
19,322
+1,829
+10% +$26.2K 0.07% 125
2022
Q1 		$266K Buy
+17,493
New +$271K 0.07% 125

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abundance Wealth Counselors's GBDC Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Golub Capital BDC (GBDC) stake by 106% in Q2 2026, buying an estimated $1.47M and bringing the position to 218,702 shares worth $2.82M. The position accounts for 0.18% of the portfolio, ranked #76.

Abundance Wealth Counselors first reported a position in GBDC in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.94M in Q2 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Abundance Wealth Counselors held 218,702 shares of Golub Capital BDC worth $2.82M as of Q2 2026.
  • Abundance Wealth Counselors bought 112,673 Golub Capital BDC shares in Q2 2026, an estimated $1.47M.
  • Golub Capital BDC made up 0.18% of Abundance Wealth Counselors's portfolio in Q2 2026, its #76 holding.
  • Abundance Wealth Counselors first reported a position in Golub Capital BDC in Q1 2022 and has held it in 18 quarters since.
  • Abundance Wealth Counselors's Golub Capital BDC position peaked at $2.94M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.