Accurate Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Accurate Wealth Management’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	$794K	Buy	61,430 +200	+0.3%	+$2.61K	0.08%	257
2026 Q1	$778K	Sell	61,230 -5,185	-8%	-$66.5K	0.09%	233
2025 Q4	$909K	Sell	66,415 -1,000	-1%	-$13.8K	0.12%	190
2025 Q3	$948K	Buy	67,415 +11,825	+21%	+$174K	0.13%	174
2025 Q2	$839K	Buy	55,590 +5,600	+11%	+$81.5K	0.13%	176
2025 Q1	$684K	Buy	49,990 +17,010	+52%	+$261K	0.13%	160
2024 Q4	$491K	Buy	+32,980	New	+$503K	0.09%	200

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accurate Wealth Management's GBDC Position: Q2 2026 in Review

Accurate Wealth Management increased its Golub Capital BDC (GBDC) stake by 0.33% in Q2 2026, buying an estimated $2.61K and bringing the position to 61,430 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #257.

Accurate Wealth Management first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Accurate Wealth Management held 61,430 shares of Golub Capital BDC worth $794K as of Q2 2026.
Accurate Wealth Management bought 200 Golub Capital BDC shares in Q2 2026, an estimated $2.61K.
Golub Capital BDC made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #257 holding.
Accurate Wealth Management first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
Accurate Wealth Management's Golub Capital BDC position peaked at $948K in Q3 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.