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BCS Private Wealth Management’s Golub Capital BDC GBDC Stock Holding History

BCS Private 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
2025
Q4 		– Sell
-12,730
Closed -$174K – 183
2025
Q3 		$174K Buy
+12,730
New +$187K 0.06% 160

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCS Private Wealth Management's GBDC Position: Q4 2025 in Review

BCS Private Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 12,730 shares — an estimated $174K sold.

BCS Private Wealth Management first reported a position in GBDC in Q3 2025 and held it in 1 quarter. The position peaked at $174K in Q3 2025. 354 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • BCS Private Wealth Management reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • BCS Private Wealth Management sold 12,730 Golub Capital BDC shares in Q4 2025, an estimated $174K.
  • BCS Private Wealth Management first reported a position in Golub Capital BDC in Q3 2025 and held it in 1 quarter.
  • BCS Private Wealth Management's Golub Capital BDC position peaked at $174K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on BCS Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.