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Castle Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Castle 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 		$451K Buy
35,043
+3,217
+10% +$41.9K 0.13% 88
2026
Q1 		$403K Buy
31,826
+15,228
+92% +$195K 0.13% 90
2025
Q4 		$225K Sell
16,598
-5,343
-24% -$74K 0.07% 122
2025
Q3 		$300K Buy
21,941
+4,914
+29% +$72.4K 0.1% 102
2025
Q2 		$249K Buy
+17,027
New +$248K 0.09% 105
2022
Q4 		– Sell
-4,139
Closed -$51K – 302
2022
Q3 		$51K Buy
4,139
+33
+0.8% +$449 0.03% 211
2022
Q2 		$53K Buy
+4,106
New +$58.8K 0.03% 203

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

Castle Wealth Management's GBDC Position: Q2 2026 in Review

Castle Wealth Management increased its Golub Capital BDC (GBDC) stake by 10% in Q2 2026, buying an estimated $41.9K and bringing the position to 35,043 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #88.

Castle Wealth Management first reported a position in GBDC in Q2 2022 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Castle Wealth Management held 35,043 shares of Golub Capital BDC worth $451K as of Q2 2026.
  • Castle Wealth Management bought 3,217 Golub Capital BDC shares in Q2 2026, an estimated $41.9K.
  • Golub Capital BDC made up 0.13% of Castle Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Castle Wealth Management first reported a position in Golub Capital BDC in Q2 2022 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.