Beverly Hills Private Wealth’s Golub Capital BDC GBDC Stock Holding History

Beverly Hills Private Wealth’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	-20,516	Closed	-$281K	–	347
2025 Q3	$281K	Buy	20,516 +1,200	+6%	+$17.7K	0.05%	280
2025 Q2	$283K	Sell	19,316 -3,300	-15%	-$48K	0.05%	274
2025 Q1	$342K	Buy	22,616 +1,150	+5%	+$17.6K	0.07%	236
2024 Q4	$325K	Hold	21,466	–	–	0.07%	244
2024 Q3	$324K	Buy	21,466 +1,300	+6%	+$19.6K	0.07%	257
2024 Q2	$317K	Hold	20,166	–	–	0.07%	262
2024 Q1	$335K	Buy	20,166 +3,300	+20%	+$51.6K	0.08%	260
2023 Q4	$255K	Buy	16,866 +240	+1%	+$3.53K	0.07%	280
2023 Q3	$244K	Buy	16,626 +26	+0.2%	+$369	0.07%	252
2023 Q2	$233K	Buy	+16,600	New	+$220K	0.04%	298

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's GBDC Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 20,516 shares — an estimated $281K sold.

Beverly Hills Private Wealth first reported a position in GBDC in Q2 2023 and held it in 10 quarters. The position peaked at $342K in Q1 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

Beverly Hills Private Wealth reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 20,516 Golub Capital BDC shares in Q4 2025, an estimated $281K.
Beverly Hills Private Wealth first reported a position in Golub Capital BDC in Q2 2023 and held it in 10 quarters.
Beverly Hills Private Wealth's Golub Capital BDC position peaked at $342K in Q1 2025.
355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.