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Advisornet Financial’s Golub Capital BDC GBDC Stock Holding History

Advisornet Financial’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 		$53.6K Sell
4,164
-1,720
-29% -$22.4K ﹤0.01% 1093
2026
Q1 		$74.5K Sell
5,884
-10,066
-63% -$129K ﹤0.01% 918
2025
Q4 		$216K Sell
15,950
-600
-4% -$8.31K 0.01% 588
2025
Q3 		$227K Sell
16,550
-2,086
-11% -$30.7K 0.01% 561
2025
Q2 		$273K Buy
18,636
+2,000
+12% +$29.1K 0.02% 500
2025
Q1 		$252K Buy
16,636
+14,296
+611% +$219K 0.02% 496
2024
Q4 		$35.5K Sell
2,340
-100
-4% -$1.53K ﹤0.01% 980
2024
Q3 		$36.9K Sell
2,440
-200
-8% -$3.02K ﹤0.01% 1008
2024
Q2 		$41.5K Buy
2,640
+500
+23% +$8.21K ﹤0.01% 875
2024
Q1 		$35.6K Buy
2,140
+1,140
+114% +$17.8K ﹤0.01% 912
2023
Q4 		$15.1K Buy
1,000
+500
+100% +$7.35K ﹤0.01% 1183
2023
Q3 		$7.33K Buy
+500
New +$7.09K ﹤0.01% 1322
2023
Q1 		– Sell
-1,300
Closed -$17.1K – 2431
2022
Q4 		$17.1K Buy
+1,300
New +$17.1K ﹤0.01% 1110
2020
Q2 		– Sell
-715
Closed -$9K – 1822
2020
Q1 		$9K Buy
+715
New +$11.7K ﹤0.01% 1286
2018
Q3 		– Sell
-512
Closed -$9K – 1521
2018
Q2 		$9K Buy
+512
New +$9.15K ﹤0.01% 1161

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

Advisornet Financial's GBDC Position: Q2 2026 in Review

Advisornet Financial reduced its Golub Capital BDC (GBDC) stake by 29% in Q2 2026, selling an estimated $22.4K and leaving 4,164 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Advisornet Financial first reported a position in GBDC in Q2 2018 and has held it in 15 quarters since. The position peaked at $273K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Advisornet Financial held 4,164 shares of Golub Capital BDC worth $53.6K as of Q2 2026.
  • Advisornet Financial sold 1,720 Golub Capital BDC shares in Q2 2026, an estimated $22.4K.
  • Golub Capital BDC made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1093 holding.
  • Advisornet Financial first reported a position in Golub Capital BDC in Q2 2018 and has held it in 15 quarters since.
  • Advisornet Financial's Golub Capital BDC position peaked at $273K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.