Cerity Partners
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Cerity Partners’s Golub Capital BDC GBDC Stock Holding History

Cerity Partners’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 		$10.5M Sell
812,128
-45,321
-5% -$591K 0.01% 747
2026
Q1 		$10.9M Buy
857,449
+10,112
+1% +$130K 0.02% 653
2025
Q4 		$11.5M Sell
847,337
-81,894
-9% -$1.13M 0.02% 586
2025
Q3 		$12.7M Sell
929,231
-246,120
-21% -$3.62M 0.02% 491
2025
Q2 		$17.2M Sell
1,175,351
-316,665
-21% -$4.61M 0.03% 390
2025
Q1 		$22.6M Sell
1,492,016
-94,630
-6% -$1.45M 0.05% 311
2024
Q4 		$24.1M Sell
1,586,646
-51,417
-3% -$785K 0.05% 280
2024
Q3 		$24.8M Sell
1,638,063
-89,480
-5% -$1.35M 0.05% 274
2024
Q2 		$27.1M Buy
1,727,543
+64,520
+4% +$1.06M 0.07% 233
2024
Q1 		$27.7M Sell
1,663,023
-77,368
-4% -$1.21M 0.07% 240
2023
Q4 		$26.3M Buy
1,740,391
+1,704,855
+4,798% +$25.1M 0.09% 211
2023
Q3 		$521K Sell
35,536
-1,756,536
-98% -$24.9M ﹤0.01% 967
2023
Q2 		$24.2M Sell
1,792,072
-345,419
-16% -$4.59M 0.09% 202
2023
Q1 		$29M Sell
2,137,491
-15,864
-0.7% -$214K 0.07% 193
2022
Q4 		$28.3M Sell
2,153,355
-144,913
-6% -$1.91M 0.18% 126
2022
Q3 		$28.5M Buy
2,298,268
+27,762
+1% +$378K 0.34% 62
2022
Q2 		$29.4M Sell
2,270,506
-74,583
-3% -$1.07M 0.33% 65
2022
Q1 		$35.7M Buy
2,345,089
+1,111,973
+90% +$17.2M 0.55% 37
2021
Q4 		$19M Buy
1,233,116
+145,918
+13% +$2.26M 0.29% 65
2021
Q3 		$17.2M Sell
1,087,198
-85,920
-7% -$1.35M 0.38% 55
2021
Q2 		$18.1M Sell
1,173,118
-209,803
-15% -$3.26M 0.4% 50
2021
Q1 		$20.2M Sell
1,382,921
-512,383
-27% -$7.53M 0.48% 44
2020
Q4 		$26.8M Buy
1,895,304
+1,846,266
+3,765% +$25.2M 0.86% 21
2020
Q3 		$650K Sell
49,038
-80,492
-62% -$1.01M 0.03% 291
2020
Q2 		$1.51M Buy
129,530
+86,963
+204% +$979K 0.08% 157
2020
Q1 		$524K Buy
42,567
+31,818
+296% +$521K 0.03% 276
2019
Q4 		$194K Buy
+10,749
New +$190K 0.01% 510

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Cerity Partners's GBDC Position: Q2 2026 in Review

Cerity Partners reduced its Golub Capital BDC (GBDC) stake by 5.3% in Q2 2026, selling an estimated $591K and leaving 812,128 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #747.

Cerity Partners first reported a position in GBDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.7M in Q1 2022. 299 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cerity Partners held 812,128 shares of Golub Capital BDC worth $10.5M as of Q2 2026.
  • Cerity Partners sold 45,321 Golub Capital BDC shares in Q2 2026, an estimated $591K.
  • Golub Capital BDC made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #747 holding.
  • Cerity Partners first reported a position in Golub Capital BDC in Q4 2019 and has held it in 27 quarters since.
  • Cerity Partners's Golub Capital BDC position peaked at $35.7M in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.