Berkeley Capital Partners’s Golub Capital BDC GBDC Stock Holding History

Berkeley Capital Partners’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	$1.56M	Buy	121,035 +3,985	+3%	+$51.9K	0.32%	62
2026 Q1	$1.48M	Buy	+117,050	New	+$1.5M	0.34%	63
2022 Q1	–	Sell	-23,551	Closed	-$364K	–	158
2021 Q4	$364K	Sell	23,551 -1,232	-5%	-$19.1K	0.15%	95
2021 Q3	$392K	Sell	24,783 -451	-2%	-$7.08K	0.18%	84
2021 Q2	$389K	Buy	25,234 +186	+0.7%	+$2.89K	0.17%	83
2021 Q1	$366K	Sell	25,048 -4,724	-16%	-$69.4K	0.18%	85
2020 Q4	$421K	Sell	29,772 -506	-2%	-$6.92K	0.22%	68
2020 Q3	$401K	Sell	30,278 -4,398	-13%	-$54.9K	0.24%	64
2020 Q2	$404K	Sell	34,676 -15,449	-31%	-$174K	0.25%	69
2020 Q1	$617K	Buy	+50,125	New	+$821K	0.42%	52
2016 Q3	–	Sell	-38,685	Closed	-$685K	–	113
2016 Q2	$685K	Buy	38,685 +957	+3%	+$16.2K	0.48%	46
2016 Q1	$640K	Buy	+37,728	New	+$605K	0.46%	52

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

Berkeley Capital Partners's GBDC Position: Q2 2026 in Review

Berkeley Capital Partners increased its Golub Capital BDC (GBDC) stake by 3.4% in Q2 2026, buying an estimated $51.9K and bringing the position to 121,035 shares worth $1.56M. The position accounts for 0.32% of the portfolio, ranked #62.

Berkeley Capital Partners first reported a position in GBDC in Q1 2016 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Berkeley Capital Partners held 121,035 shares of Golub Capital BDC worth $1.56M as of Q2 2026.
Berkeley Capital Partners bought 3,985 Golub Capital BDC shares in Q2 2026, an estimated $51.9K.
Golub Capital BDC made up 0.32% of Berkeley Capital Partners's portfolio in Q2 2026, its #62 holding.
Berkeley Capital Partners first reported a position in Golub Capital BDC in Q1 2016 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.