Capstone Investment Advisors
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Capstone Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Capstone Investment 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
Q1 		– Sell
-26,285
Closed -$357K – 1691
2025
Q4 		$357K Buy
26,285
+1,104
+4% +$15.3K ﹤0.01% 1275
2025
Q3 		$345K Buy
+25,181
New +$371K ﹤0.01% 1584
2017
Q3 		– Sell
-13,396
Closed -$250K – 615
2017
Q2 		$250K Buy
+13,396
New +$261K 0.01% 514

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

Capstone Investment Advisors's GBDC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 26,285 shares — an estimated $357K sold.

Capstone Investment Advisors first reported a position in GBDC in Q2 2017 and held it in 3 quarters. The position peaked at $357K in Q4 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 26,285 Golub Capital BDC shares in Q1 2026, an estimated $357K.
  • Capstone Investment Advisors first reported a position in Golub Capital BDC in Q2 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Golub Capital BDC position peaked at $357K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.