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Cassaday & Co Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Cassaday & Co Wealth Management’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 		$13.8K Buy
1,071
+27
+3% +$352 ﹤0.01% 830
2026
Q1 		$13.2K Buy
+1,044
New +$13.4K ﹤0.01% 843

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

Cassaday & Co Wealth Management's GBDC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Golub Capital BDC (GBDC) stake by 2.6% in Q2 2026, buying an estimated $352 and bringing the position to 1,071 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Cassaday & Co Wealth Management first reported a position in GBDC in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,071 shares of Golub Capital BDC worth $13.8K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 27 Golub Capital BDC shares in Q2 2026, an estimated $352.
  • Golub Capital BDC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #830 holding.
  • Cassaday & Co Wealth Management first reported a position in Golub Capital BDC in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.