Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Golub Capital BDC GBDC Stock Holding History

Cambridge Investment Research Advisors’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 		$297K Sell
23,033
-5,954
-21% -$77.6K ﹤0.01% 3455
2026
Q1 		$367K Sell
28,987
-8,448
-23% -$108K ﹤0.01% 3093
2025
Q4 		$508K Sell
37,435
-6,937
-16% -$96K ﹤0.01% 2705
2025
Q3 		$607K Buy
44,372
+19,788
+80% +$291K ﹤0.01% 2489
2025
Q2 		$360K Sell
24,584
-16,244
-40% -$236K ﹤0.01% 2829
2025
Q1 		$618K Sell
40,828
-295
-0.7% -$4.53K ﹤0.01% 2244
2024
Q4 		$623K Buy
41,123
+23,774
+137% +$363K ﹤0.01% 2249
2024
Q3 		$262K Buy
17,349
+3,120
+22% +$47.1K ﹤0.01% 2929
2024
Q2 		$224K Sell
14,229
-2,849
-17% -$46.8K ﹤0.01% 2945
2024
Q1 		$284K Sell
17,078
-5,721
-25% -$89.4K ﹤0.01% 2742
2023
Q4 		$344K Sell
22,799
-548
-2% -$8.06K ﹤0.01% 2493
2023
Q3 		$342K Buy
23,347
+3,676
+19% +$52.1K ﹤0.01% 2402
2023
Q2 		$266K Sell
19,671
-47
-0.2% -$624 ﹤0.01% 2644
2023
Q1 		$267K Buy
19,718
+841
+4% +$11.3K ﹤0.01% 2588
2022
Q4 		$248K Sell
18,877
-827
-4% -$10.9K ﹤0.01% 2583
2022
Q3 		$244K Buy
19,704
+5,058
+35% +$68.8K ﹤0.01% 2544
2022
Q2 		$190K Sell
14,646
-37
-0.3% -$530 ﹤0.01% 2733
2022
Q1 		$223K Buy
14,683
+501
+4% +$7.76K ﹤0.01% 2790
2021
Q4 		$219K Buy
14,182
+1,367
+11% +$21.2K ﹤0.01% 2804
2021
Q3 		$203K Buy
+12,815
New +$201K ﹤0.01% 2807
2020
Q4 		– Sell
-12,539
Closed -$166K – 2747
2020
Q3 		$166K Buy
12,539
+464
+4% +$5.79K ﹤0.01% 2294
2020
Q2 		$141K Sell
12,075
-84
-0.7% -$946 ﹤0.01% 2258
2020
Q1 		$150K Buy
+12,159
New +$199K ﹤0.01% 2025
2019
Q3 		– Sell
-10,505
Closed -$183K – 2370
2019
Q2 		$183K Buy
+10,505
New +$184K ﹤0.01% 2016
2017
Q4 		– Sell
-11,846
Closed -$218K – 2122
2017
Q3 		$218K Buy
11,846
+212
+2% +$3.95K ﹤0.01% 1766
2017
Q2 		$218K Buy
11,634
+304
+3% +$5.93K ﹤0.01% 1695
2017
Q1 		$221K Buy
11,330
+7
+0.1% +$130 ﹤0.01% 1561
2016
Q4 		$204K Sell
11,323
-1,433
-11% -$25.7K ﹤0.01% 1486
2016
Q3 		$232K Sell
12,756
-2,062
-14% -$37.8K ﹤0.01% 1455
2016
Q2 		$262K Buy
14,818
+739
+5% +$12.5K 0.01% 1235
2016
Q1 		$239K Buy
14,079
+205
+1% +$3.29K 0.01% 1301
2015
Q4 		$226K Buy
+13,874
New +$228K 0.01% 1288
2015
Q3 		– Sell
-28,467
Closed -$462K – 1520
2015
Q2 		$462K Sell
28,467
-2,162
-7% -$36.6K 0.01% 853
2015
Q1 		$526K Sell
30,629
-285
-0.9% -$4.94K 0.02% 766
2014
Q4 		$543K Buy
30,914
+174
+0.6% +$2.93K 0.02% 738
2014
Q3 		$480K Sell
30,740
-5,083
-14% -$84.5K 0.01% 850
2014
Q2 		$621K Sell
35,823
-5,095
-12% -$84.9K 0.02% 647
2014
Q1 		$715K Buy
40,918
+3,225
+9% +$58.7K 0.03% 550
2013
Q4 		$706K Buy
37,693
+8,207
+28% +$143K 0.03% 509
2013
Q3 		$500K Buy
29,486
+16,592
+129% +$286K 0.02% 630
2013
Q2 		$221K Buy
+12,894
New +$218K 0.01% 898

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
Corient Private Wealth
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
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
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

Cambridge Investment Research Advisors's GBDC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Golub Capital BDC (GBDC) stake by 21% in Q2 2026, selling an estimated $77.6K and leaving 23,033 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Cambridge Investment Research Advisors first reported a position in GBDC in Q2 2013 and has held it in 41 quarters since. The position peaked at $715K in Q1 2014. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,033 shares of Golub Capital BDC worth $297K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 5,954 Golub Capital BDC shares in Q2 2026, an estimated $77.6K.
  • Golub Capital BDC made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3455 holding.
  • Cambridge Investment Research Advisors first reported a position in Golub Capital BDC in Q2 2013 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Golub Capital BDC position peaked at $715K in Q1 2014.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.