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

Arkadios 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	$274K	Buy	21,255 +8,305	+64%	+$108K	﹤0.01%	1451
2026 Q1	$164K	Sell	12,950 -300	-2%	-$3.85K	﹤0.01%	1590
2025 Q4	$180K	Buy	+13,250	New	+$183K	﹤0.01%	1463
2021 Q4	–	Sell	-7,272	Closed	-$114K	–	1033
2021 Q3	$114K	Buy	7,272 +350	+5%	+$5.5K	0.02%	652
2021 Q2	$106K	Hold	6,922	–	–	0.01%	709
2021 Q1	$101K	Hold	6,922	–	–	0.02%	535
2020 Q4	$97K	Buy	+6,922	New	+$94.6K	0.02%	447
2020 Q2	–	Sell	-6,404	Closed	-$78.8K	–	1020
2020 Q1	$78.8K	Buy	6,404 +613	+11%	+$10K	0.05%	269
2019 Q4	$105K	Buy	+5,791	New	+$102K	0.06%	226

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

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

Arkadios Wealth Advisors increased its Golub Capital BDC (GBDC) stake by 64% in Q2 2026, buying an estimated $108K and bringing the position to 21,255 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Arkadios Wealth Advisors first reported a position in GBDC in Q4 2019 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Arkadios Wealth Advisors held 21,255 shares of Golub Capital BDC worth $274K as of Q2 2026.
Arkadios Wealth Advisors bought 8,305 Golub Capital BDC shares in Q2 2026, an estimated $108K.
Golub Capital BDC made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1451 holding.
Arkadios Wealth Advisors first reported a position in Golub Capital BDC in Q4 2019 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.