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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

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
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.