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CFO4Life Group’s Golub Capital BDC GBDC Stock Holding History

CFO4Life Group’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 		$176K Buy
13,669
+226
+2% +$2.94K 0.02% 230
2026
Q1 		$170K Buy
13,443
+377
+3% +$4.84K 0.03% 202
2025
Q4 		$177K Buy
13,066
+314
+2% +$4.35K 0.03% 231
2025
Q3 		$175K Buy
12,752
+301
+2% +$4.43K 0.03% 221
2025
Q2 		$182K Buy
12,451
+275
+2% +$4K 0.03% 216
2025
Q1 		$184K Buy
12,176
+255
+2% +$3.91K 0.03% 209
2024
Q4 		$181K Buy
11,921
+275
+2% +$4.2K 0.03% 207
2024
Q3 		$176K Buy
11,646
+246
+2% +$3.71K 0.03% 208
2024
Q2 		$179K Buy
11,400
+443
+4% +$7.27K 0.03% 193
2024
Q1 		$182K Buy
10,957
+216
+2% +$3.37K 0.03% 186
2023
Q4 		$162K Sell
10,741
-2,388
-18% -$35.1K 0.03% 174
2023
Q3 		$193K Sell
13,129
-19
-0.1% -$270 0.04% 150
2023
Q2 		$177K Sell
13,148
-5,177
-28% -$68.7K 0.04% 158
2023
Q1 		$248K Buy
18,325
+395
+2% +$5.32K 0.06% 140
2022
Q4 		$236K Buy
17,930
+388
+2% +$5.11K 0.05% 152
2022
Q3 		$217K Buy
17,542
+375
+2% +$5.1K 0.06% 128
2022
Q2 		$235K Sell
17,167
-939
-5% -$13.4K 0.06% 124
2022
Q1 		$275K Buy
18,106
+288
+2% +$4.46K 0.06% 124
2021
Q4 		$275K Buy
17,818
+283
+2% +$4.38K 0.06% 125
2021
Q3 		$277K Sell
17,535
-1,519
-8% -$23.9K 0.06% 115
2021
Q2 		$294K Buy
+19,054
New +$296K 0.07% 112

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

CFO4Life Group's GBDC Position: Q2 2026 in Review

CFO4Life Group increased its Golub Capital BDC (GBDC) stake by 1.7% in Q2 2026, buying an estimated $2.94K and bringing the position to 13,669 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #230.

CFO4Life Group first reported a position in GBDC in Q2 2021 and has held it in 21 quarters since. The position peaked at $294K in Q2 2021. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • CFO4Life Group held 13,669 shares of Golub Capital BDC worth $176K as of Q2 2026.
  • CFO4Life Group bought 226 Golub Capital BDC shares in Q2 2026, an estimated $2.94K.
  • Golub Capital BDC made up 0.02% of CFO4Life Group's portfolio in Q2 2026, its #230 holding.
  • CFO4Life Group first reported a position in Golub Capital BDC in Q2 2021 and has held it in 21 quarters since.
  • CFO4Life Group's Golub Capital BDC position peaked at $294K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.