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Avior Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Avior Wealth 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
Q2 		– Sell
-14,508
Closed -$184K – 832
2026
Q1 		$184K Buy
+14,508
New +$186K 0.01% 802
2025
Q1 		– Sell
-533
Closed -$8.08K – 1348
2024
Q4 		$8.08K Hold
533
– – ﹤0.01% 1693
2024
Q3 		$8.05K Sell
533
-267
-33% -$4.03K ﹤0.01% 1624
2024
Q2 		$12.6K Hold
800
– – ﹤0.01% 1450
2024
Q1 		$13.3K Hold
800
– – ﹤0.01% 1765
2023
Q4 		$12.1K Hold
800
– – ﹤0.01% 962
2023
Q3 		$11.7K Hold
800
– – ﹤0.01% 1017
2023
Q2 		$10.8K Buy
+800
New +$10.6K ﹤0.01% 1015

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

Avior Wealth Management's GBDC Position: Q2 2026 in Review

Avior Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 14,508 shares — an estimated $184K sold.

Avior Wealth Management first reported a position in GBDC in Q2 2023 and held it in 8 quarters. The position peaked at $184K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Avior Wealth Management reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 14,508 Golub Capital BDC shares in Q2 2026, an estimated $184K.
  • Avior Wealth Management first reported a position in Golub Capital BDC in Q2 2023 and held it in 8 quarters.
  • Avior Wealth Management's Golub Capital BDC position peaked at $184K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.