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Benjamin Edwards Inc’s Golub Capital BDC GBDC Stock Holding History

Benjamin Edwards Inc’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
-16,092
Closed -$204K – 1452
2026
Q1 		$204K Buy
+16,092
New +$206K ﹤0.01% 1303
2025
Q2 		– Sell
-24,859
Closed -$376K – 1175
2025
Q1 		$376K Buy
24,859
+598
+2% +$9.18K 0.01% 878
2024
Q4 		$368K Buy
+24,261
New +$370K 0.01% 924

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

Benjamin Edwards Inc's GBDC Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 16,092 shares — an estimated $204K sold.

Benjamin Edwards Inc first reported a position in GBDC in Q4 2024 and held it in 3 quarters. The position peaked at $376K in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 16,092 Golub Capital BDC shares in Q2 2026, an estimated $204K.
  • Benjamin Edwards Inc first reported a position in Golub Capital BDC in Q4 2024 and held it in 3 quarters.
  • Benjamin Edwards Inc's Golub Capital BDC position peaked at $376K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.