Beaumont Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Beaumont Financial 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	$196K	Sell	15,222 -1,585	-9%	-$20.7K	0.01%	375
2026 Q1	$213K	Buy	16,807 +326	+2%	+$4.18K	0.01%	345
2025 Q4	$224K	Buy	16,481 +1,841	+13%	+$25.5K	0.01%	345
2025 Q3	$200K	Buy	14,640 +284	+2%	+$4.18K	0.01%	388
2025 Q2	$210K	Buy	14,356 +262	+2%	+$3.81K	0.02%	361
2025 Q1	$213K	Buy	14,094 +243	+2%	+$3.73K	0.02%	349
2024 Q4	$210K	Buy	13,851 +526	+4%	+$8.03K	0.02%	353
2024 Q3	$201K	Buy	13,325 +88	+0.7%	+$1.33K	0.02%	339
2024 Q2	$208K	Buy	13,237 +468	+4%	+$7.68K	0.02%	347
2024 Q1	$212K	Buy	12,769 +241	+2%	+$3.77K	0.02%	345
2023 Q4	$189K	Buy	12,528 +240	+2%	+$3.53K	0.02%	331
2023 Q3	$180K	Buy	12,288 +213	+2%	+$3.02K	0.02%	312
2023 Q2	$163K	Hold	12,075	–	–	0.02%	330
2023 Q1	$164K	Buy	+12,075	New	+$163K	0.02%	304

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

Beaumont Financial Advisors's GBDC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Golub Capital BDC (GBDC) stake by 9.4% in Q2 2026, selling an estimated $20.7K and leaving 15,222 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #375.

Beaumont Financial Advisors first reported a position in GBDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $224K in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Beaumont Financial Advisors held 15,222 shares of Golub Capital BDC worth $196K as of Q2 2026.
Beaumont Financial Advisors sold 1,585 Golub Capital BDC shares in Q2 2026, an estimated $20.7K.
Golub Capital BDC made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #375 holding.
Beaumont Financial Advisors first reported a position in Golub Capital BDC in Q1 2023 and has held it in 14 quarters since.
Beaumont Financial Advisors's Golub Capital BDC position peaked at $224K in Q4 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.