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Cary Street Partners Investment Advisory’s Golub Capital BDC GBDC Stock Holding History

Cary Street Partners Investment Advisory’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 Hold
3,000
– – 0.01% 610
2026
Q1 		$38K Buy
+3,000
New +$38.5K 0.01% 569
2024
Q4 		– Sell
-20,259
Closed -$306K – 588
2024
Q3 		$306K Buy
20,259
+4,259
+27% +$64.3K 0.01% 622
2024
Q2 		$251K Hold
16,000
– – 0.01% 647
2024
Q1 		$266K Buy
16,000
+6,000
+60% +$93.7K 0.01% 588
2023
Q4 		$151K Buy
+10,000
New +$147K 0.01% 633

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's GBDC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 3,000 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #610.

Cary Street Partners Investment Advisory first reported a position in GBDC in Q4 2023 and has held it in 6 quarters since. The position peaked at $306K in Q3 2024. 207 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,000 shares of Golub Capital BDC worth $38.6K as of Q2 2026.
  • Cary Street Partners Investment Advisory left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #610 holding.
  • Cary Street Partners Investment Advisory first reported a position in Golub Capital BDC in Q4 2023 and has held it in 6 quarters since.
  • Cary Street Partners Investment Advisory's Golub Capital BDC position peaked at $306K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.