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Bogart Wealth LLC’s Golub Capital BDC GBDC Stock Holding History

Bogart Wealth LLC’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 		$38.6K Buy
+3,000
New +$39.1K ﹤0.01% 612

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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 35.95% 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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Bogart Wealth LLC's GBDC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 3,000 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

318 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Bogart Wealth LLC held 3,000 shares of Golub Capital BDC worth $38.6K as of Q2 2026.
  • Golub Capital BDC was a new Bogart Wealth LLC position in Q2 2026.
  • Golub Capital BDC made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #612 holding.
  • 318 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.