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Anchor Investment Management’s Golub Capital BDC GBDC Stock Holding History

Anchor Investment 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
Q1 		$3.04M Sell
239,802
-24,193
-9% -$310K 0.25% 105
2025
Q4 		$3.58M Sell
263,995
-21,580
-8% -$299K 0.29% 91
2025
Q3 		$3.91M Buy
285,575
+5,140
+2% +$75.7K 0.32% 81
2025
Q2 		$4.11M Buy
280,435
+1,012
+0.4% +$14.7K 0.36% 74
2025
Q1 		$4.23M Buy
279,423
+5,308
+2% +$81.5K 0.39% 67
2024
Q4 		$4.16M Hold
274,115
– – 0.39% 67
2024
Q3 		$4.14M Buy
274,115
+181,210
+195% +$2.74M 0.39% 65
2024
Q2 		$1.46M Buy
92,905
+62,076
+201% +$1.02M 0.15% 143
2024
Q1 		$513K Sell
30,829
-84
-0.3% -$1.31K 0.05% 243
2023
Q4 		$467K Buy
30,913
+48
+0.2% +$706 0.05% 248
2023
Q3 		$453K Sell
30,865
-1,260
-4% -$17.9K 0.06% 239
2023
Q2 		$434K Buy
32,125
+2,109
+7% +$28K 0.06% 247
2023
Q1 		$407K Buy
30,016
+484
+2% +$6.52K 0.06% 251
2022
Q4 		$389K Buy
29,532
+35
+0.1% +$461 0.06% 252
2022
Q3 		$365K Buy
29,497
+1,849
+7% +$25.2K 0.06% 249
2022
Q2 		$358K Buy
27,648
+1,565
+6% +$22.4K 0.05% 260
2022
Q1 		$397K Buy
26,083
+741
+3% +$11.5K 0.05% 277
2021
Q4 		$391K Buy
25,342
+624
+3% +$9.66K 0.05% 283
2021
Q3 		$391K Sell
24,718
-4,203
-15% -$66K 0.05% 262
2021
Q2 		$446K Buy
28,921
+40
+0.1% +$621 0.06% 249
2021
Q1 		$422K Buy
28,881
+4,042
+16% +$59.4K 0.06% 233
2020
Q4 		$351K Sell
24,839
-8,264
-25% -$113K 0.06% 218
2020
Q3 		$438K Sell
33,103
-16,520
-33% -$206K 0.09% 173
2020
Q2 		$578K Buy
49,623
+8,425
+20% +$94.9K 0.13% 156
2020
Q1 		$507K Sell
41,198
-7,439
-15% -$122K 0.13% 161
2019
Q4 		$879K Sell
48,637
-8,129
-14% -$143K 0.19% 132
2019
Q3 		$1.05M Sell
56,766
-171,611
-75% -$3.08M 0.24% 115
2019
Q2 		$3.98M Sell
228,377
-173,545
-43% -$3.04M 0.95% 22
2019
Q1 		$7.04M Buy
401,922
+1,331
+0.3% +$23.4K 1.76% 4
2018
Q4 		$6.47M Buy
400,591
+366,377
+1,071% +$6.52M 1.84% 4
2018
Q3 		$628K Buy
34,214
+19,961
+140% +$368K 0.14% 155
2018
Q2 		$255K Buy
14,253
+7,923
+125% +$142K 0.06% 260
2018
Q1 		$111K Buy
6,330
+2,552
+68% +$45.2K 0.03% 369
2017
Q4 		$67.3K Hold
3,778
– – 0.02% 430
2017
Q3 		$69.6K Hold
3,778
– – 0.02% 412
2017
Q2 		$70.7K Hold
3,778
– – 0.02% 369
2017
Q1 		$73.6K Hold
3,778
– – 0.03% 356
2016
Q4 		$68K Hold
3,778
– – 0.03% 352
2016
Q3 		$68.7K Hold
3,778
– – 0.03% 331
2016
Q2 		$66.9K Hold
3,778
– – 0.03% 324
2016
Q1 		$64K Buy
+3,778
New +$60.5K 0.03% 321

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Anchor Investment Management's GBDC Position: Q1 2026 in Review

Anchor Investment Management reduced its Golub Capital BDC (GBDC) stake by 9.2% in Q1 2026, selling an estimated $310K and leaving 239,802 shares worth $3.04M. The position accounts for 0.25% of the portfolio, ranked #105.

Anchor Investment Management first reported a position in GBDC in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.04M in Q1 2019. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Anchor Investment Management held 239,802 shares of Golub Capital BDC worth $3.04M as of Q1 2026.
  • Anchor Investment Management sold 24,193 Golub Capital BDC shares in Q1 2026, an estimated $310K.
  • Golub Capital BDC made up 0.25% of Anchor Investment Management's portfolio in Q1 2026, its #105 holding.
  • Anchor Investment Management first reported a position in Golub Capital BDC in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Golub Capital BDC position peaked at $7.04M in Q1 2019.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.