Cetera Investment Advisers
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Cetera Investment Advisers’s Golub Capital BDC GBDC Stock Holding History

Cetera Investment Advisers’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 		$1.78M Buy
138,356
+18,455
+15% +$240K ﹤0.01% 2480
2026
Q1 		$1.52M Buy
119,901
+13,527
+13% +$174K ﹤0.01% 2528
2025
Q4 		$1.44M Buy
106,374
+1,361
+1% +$18.8K ﹤0.01% 2508
2025
Q3 		$1.44M Buy
105,013
+34,716
+49% +$511K ﹤0.01% 2458
2025
Q2 		$1.03M Sell
70,297
-41,459
-37% -$604K ﹤0.01% 2346
2025
Q1 		$1.69M Buy
111,756
+17,758
+19% +$273K ﹤0.01% 1869
2024
Q4 		$1.43M Buy
93,998
+9,694
+11% +$148K ﹤0.01% 1911
2024
Q3 		$1.27M Buy
84,304
+9,264
+12% +$140K ﹤0.01% 1944
2024
Q2 		$1.18M Buy
75,040
+7,489
+11% +$123K ﹤0.01% 1957
2024
Q1 		$1.12M Buy
67,551
+33,587
+99% +$525K ﹤0.01% 1982
2023
Q4 		$513K Buy
33,964
+5,532
+19% +$81.4K ﹤0.01% 1472
2023
Q3 		$417K Sell
28,432
-7,822
-22% -$111K ﹤0.01% 1521
2023
Q2 		$489K Buy
36,254
+409
+1% +$5.43K ﹤0.01% 1463
2023
Q1 		$486K Sell
35,845
-1,360
-4% -$18.3K ﹤0.01% 1452
2022
Q4 		$490K Buy
37,205
+11,592
+45% +$153K ﹤0.01% 1387
2022
Q3 		$317K Buy
25,613
+6,119
+31% +$83.3K 0.01% 1232
2022
Q2 		$253K Buy
19,494
+3,760
+24% +$53.8K ﹤0.01% 1534
2022
Q1 		$239K Buy
15,734
+309
+2% +$4.78K ﹤0.01% 1602
2021
Q4 		$238K Sell
15,425
-4,845
-24% -$75K ﹤0.01% 1630
2021
Q3 		$320K Sell
20,270
-1,860
-8% -$29.2K 0.01% 1398
2021
Q2 		$341K Buy
22,130
+7,803
+54% +$121K 0.01% 1339
2021
Q1 		$209K Buy
+14,327
New +$211K ﹤0.01% 1457

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

Cetera Investment Advisers's GBDC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Golub Capital BDC (GBDC) stake by 15% in Q2 2026, buying an estimated $240K and bringing the position to 138,356 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Cetera Investment Advisers first reported a position in GBDC in Q1 2021 and has held it in 22 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cetera Investment Advisers held 138,356 shares of Golub Capital BDC worth $1.78M as of Q2 2026.
  • Cetera Investment Advisers bought 18,455 Golub Capital BDC shares in Q2 2026, an estimated $240K.
  • Golub Capital BDC made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2480 holding.
  • Cetera Investment Advisers first reported a position in Golub Capital BDC in Q1 2021 and has held it in 22 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.