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Caprock Group’s Golub Capital BDC GBDC Stock Holding History

Caprock Group’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
Q1 		$955K Hold
75,472
– – 0.02% 560
2025
Q4 		$1.02M Hold
75,472
– – 0.02% 601
2025
Q3 		$1.13M Buy
+75,472
New +$1.11M 0.03% 535

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Caprock Group's GBDC Position: Q1 2026 in Review

Caprock Group held its Golub Capital BDC (GBDC) position steady in Q1 2026 at 75,472 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #560.

Caprock Group first reported a position in GBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Caprock Group held 75,472 shares of Golub Capital BDC worth $955K as of Q1 2026.
  • Caprock Group left its Golub Capital BDC share count unchanged in Q1 2026.
  • Golub Capital BDC made up 0.02% of Caprock Group's portfolio in Q1 2026, its #560 holding.
  • Caprock Group first reported a position in Golub Capital BDC in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's Golub Capital BDC position peaked at $1.13M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.