Amplius Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Amplius Wealth Advisors’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	$1.08M	Sell	83,925 -227	-0.3%	-$2.96K	0.08%	75
2026 Q1	$1.07M	Buy	84,152 +42,069	+100%	+$540K	0.09%	69
2025 Q4	$571K	Sell	42,083 -11,514	-21%	-$159K	0.05%	95
2025 Q3	$734K	Buy	53,597 +1,439	+3%	+$21.2K	0.06%	89
2025 Q2	$764K	Buy	52,158 +1,001	+2%	+$14.6K	0.07%	95
2025 Q1	$775K	Buy	51,157 +926	+2%	+$14.2K	0.08%	87
2024 Q4	$761K	Buy	50,231 +2,007	+4%	+$30.6K	0.08%	83
2024 Q3	$729K	Buy	48,224 +3,841	+9%	+$58K	0.08%	81
2024 Q2	$697K	Buy	44,383 +6,129	+16%	+$101K	0.08%	82
2024 Q1	$636K	Hold	38,254	–	–	0.07%	89
2023 Q4	$578K	Hold	38,254	–	–	0.07%	88
2023 Q3	$561K	Hold	38,254	–	–	0.08%	90
2023 Q2	$516K	Hold	38,254	–	–	0.07%	95
2023 Q1	$519K	Hold	38,254	–	–	0.07%	90
2022 Q4	$503K	Hold	38,254	–	–	0.08%	87
2022 Q3	$474K	Hold	38,254	–	–	0.08%	87
2022 Q2	$495K	Hold	38,254	–	–	0.08%	89
2022 Q1	$581K	Hold	38,254	–	–	0.09%	91
2021 Q4	$590K	Buy	+38,254	New	+$592K	0.08%	95

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

Amplius Wealth Advisors's GBDC Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Golub Capital BDC (GBDC) stake by 0.27% in Q2 2026, selling an estimated $2.96K and leaving 83,925 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #75.

Amplius Wealth Advisors first reported a position in GBDC in Q4 2021 and has held it in 19 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Amplius Wealth Advisors held 83,925 shares of Golub Capital BDC worth $1.08M as of Q2 2026.
Amplius Wealth Advisors sold 227 Golub Capital BDC shares in Q2 2026, an estimated $2.96K.
Golub Capital BDC made up 0.08% of Amplius Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Amplius Wealth Advisors first reported a position in Golub Capital BDC in Q4 2021 and has held it in 19 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.