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Advisor OS’s Golub Capital BDC GBDC Stock Holding History

Advisor OS’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 		$1.7M Sell
131,847
-82,106
-38% -$1.07M 0.11% 134
2026
Q1 		$2.71M Buy
213,953
+5,092
+2% +$65.3K 0.2% 79
2025
Q4 		$2.83M Buy
208,861
+5,662
+3% +$78.4K 0.23% 68
2025
Q3 		$2.78M Buy
203,199
+5,208
+3% +$76.7K 0.24% 60
2025
Q2 		$2.9M Buy
197,991
+4,771
+2% +$69.5K 0.29% 55
2025
Q1 		$2.93M Buy
193,220
+4,417
+2% +$67.8K 0.33% 49
2024
Q4 		$2.86M Sell
188,803
-86,087
-31% -$1.31M 0.33% 56
2024
Q3 		$4.15M Buy
+274,890
New +$4.15M 0.41% 40

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

Advisor OS's GBDC Position: Q2 2026 in Review

Advisor OS reduced its Golub Capital BDC (GBDC) stake by 38% in Q2 2026, selling an estimated $1.07M and leaving 131,847 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #134.

Advisor OS first reported a position in GBDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q3 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Advisor OS held 131,847 shares of Golub Capital BDC worth $1.7M as of Q2 2026.
  • Advisor OS sold 82,106 Golub Capital BDC shares in Q2 2026, an estimated $1.07M.
  • Golub Capital BDC made up 0.11% of Advisor OS's portfolio in Q2 2026, its #134 holding.
  • Advisor OS first reported a position in Golub Capital BDC in Q3 2024 and has held it in 8 quarters since.
  • Advisor OS's Golub Capital BDC position peaked at $4.15M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.