Bruce G. Allen Investments’s Golub Capital BDC GBDC Stock Holding History

Bruce G. Allen Investments’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	-34	Closed	-$430	–	1066
2026 Q1	$430	Sell	34 -3	-8%	-$38	﹤0.01%	992
2025 Q4	$502	Sell	37 -1	-3%	-$14	﹤0.01%	969
2025 Q3	$520	Sell	38 -1	-3%	-$15	﹤0.01%	962
2025 Q2	$571	Hold	39	–	–	﹤0.01%	930
2025 Q1	$590	Buy	39 +7	+22%	+$107	﹤0.01%	907
2024 Q4	$485	Buy	32 +9	+39%	+$137	﹤0.01%	966
2024 Q3	$348	Buy	+23	New	+$347	﹤0.01%	1019

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

Bruce G. Allen Investments's GBDC Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 34 shares — an estimated $430 sold.

Bruce G. Allen Investments first reported a position in GBDC in Q3 2024 and held it in 7 quarters. The position peaked at $590 in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Bruce G. Allen Investments reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
Bruce G. Allen Investments sold 34 Golub Capital BDC shares in Q2 2026, an estimated $430.
Bruce G. Allen Investments first reported a position in Golub Capital BDC in Q3 2024 and held it in 7 quarters.
Bruce G. Allen Investments's Golub Capital BDC position peaked at $590 in Q1 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.