CIBC Private Wealth Group
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CIBC Private Wealth Group’s Golub Capital BDC GBDC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$200K Sell
14,706
-6,867
-32% -$95.1K ﹤0.01% 1188
2025
Q3 		$295K Buy
21,573
+576
+3% +$8.48K ﹤0.01% 1021
2025
Q2 		$308K Sell
20,997
-18,714
-47% -$272K ﹤0.01% 969
2025
Q1 		$517K Buy
39,711
+1,734
+5% +$26.6K ﹤0.01% 797
2024
Q4 		$569K Sell
37,977
-1,791
-5% -$27.3K ﹤0.01% 834
2024
Q3 		$601K Sell
39,768
-248,308
-86% -$3.75M ﹤0.01% 817
2024
Q2 		$4.59M Sell
288,076
-50,495
-15% -$829K 0.01% 415
2024
Q1 		$5.6M Buy
338,571
+283
+0.1% +$4.42K 0.01% 395
2023
Q4 		$5.11M Sell
338,288
-106,619
-24% -$1.57M 0.01% 385
2023
Q3 		$6.53M Sell
444,907
-74,183
-14% -$1.05M 0.02% 361
2023
Q2 		$7.01M Buy
519,090
+391,066
+305% +$5.19M 0.02% 361
2023
Q1 		$7M Sell
128,024
-27
-0% -$364 0.02% 351
2022
Q4 		$1.32M Sell
128,051
-20,617
-14% -$272K ﹤0.01% 482
2022
Q3 		$1.84M Buy
148,668
+8,257
+6% +$112K 0.01% 491
2022
Q2 		$1.82M Sell
140,411
-16,789
-11% -$240K ﹤0.01% 500
2022
Q1 		$2.39M Buy
157,200
+16,517
+12% +$256K 0.01% 486
2021
Q4 		$2.17M Sell
140,683
-927
-0.7% -$14.4K ﹤0.01% 513
2021
Q3 		$2.24M Buy
141,610
+14,993
+12% +$236K 0.01% 490
2021
Q2 		$1.95M Buy
126,617
+15,530
+14% +$241K ﹤0.01% 537
2021
Q1 		$1.63M Buy
111,087
+56,098
+102% +$825K ﹤0.01% 570
2020
Q4 		$778K Buy
54,989
+10,519
+24% +$144K ﹤0.01% 680
2020
Q3 		$588K Buy
44,470
+6,776
+18% +$84.6K ﹤0.01% 660
2020
Q2 		$439K Sell
37,694
-4,781
-11% -$53.8K ﹤0.01% 539
2020
Q1 		$522K Sell
42,475
-33,979
-44% -$557K ﹤0.01% 617
2019
Q4 		$1.38M Sell
76,454
-356
-0.5% -$6.28K ﹤0.01% 522
2019
Q3 		$1.42M Buy
76,810
+10,568
+16% +$190K 0.01% 507
2019
Q2 		$1.15M Sell
66,242
-66,617
-50% -$1.17M ﹤0.01% 547
2019
Q1 		$2.33M Buy
132,859
+8,533
+7% +$150K 0.01% 443
2018
Q4 		$2.01M Buy
124,326
+11,342
+10% +$202K 0.01% 447
2018
Q3 		$2.08M Buy
112,984
+2,278
+2% +$42K 0.01% 491
2018
Q2 		$1.98M Buy
110,706
+2,066
+2% +$36.9K 0.01% 497
2018
Q1 		$1.9M Sell
108,640
-33,611
-24% -$595K 0.01% 490
2017
Q4 		$2.54M Buy
142,251
+1,012
+0.7% +$18.7K 0.01% 459
2017
Q3 		$2.6M Buy
141,239
+112,345
+389% +$2.09M 0.01% 434
2017
Q2 		$541K Buy
28,894
+2,889
+11% +$56.3K ﹤0.01% 530
2017
Q1 		$507K Sell
26,005
-914
-3% -$17K ﹤0.01% 519
2016
Q4 		$485K Sell
26,919
-7,560
-22% -$135K ﹤0.01% 523
2016
Q3 		$627K Buy
34,479
+1,103
+3% +$20.2K ﹤0.01% 504
2016
Q2 		$591K Buy
33,376
+4,329
+15% +$73.5K ﹤0.01% 514
2016
Q1 		$492K Buy
29,047
+1,406
+5% +$22.5K ﹤0.01% 518
2015
Q4 		$451K Hold
27,641
– – ﹤0.01% 533
2015
Q3 		$432K Sell
27,641
-12,558
-31% -$203K ﹤0.01% 545
2015
Q2 		$652K Buy
40,199
+3,267
+9% +$55.3K ﹤0.01% 526
2015
Q1 		$635K Buy
36,932
+705
+2% +$12.2K ﹤0.01% 518
2014
Q4 		$636K Sell
36,227
-468
-1% -$7.88K ﹤0.01% 517
2014
Q3 		$573K Buy
36,695
+1,833
+5% +$30.5K ﹤0.01% 522
2014
Q2 		$604K Sell
34,862
-43,334
-55% -$722K ﹤0.01% 500
2014
Q1 		$1.36M Buy
+78,196
New +$1.42M 0.01% 399

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's GBDC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Golub Capital BDC (GBDC) stake by 32% in Q4 2025, selling an estimated $95.1K and leaving 14,706 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

CIBC Private Wealth Group first reported a position in GBDC in Q1 2014 and has held it in 48 quarters since. The position peaked at $7.01M in Q2 2023. 354 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • CIBC Private Wealth Group held 14,706 shares of Golub Capital BDC worth $200K as of Q4 2025.
  • CIBC Private Wealth Group sold 6,867 Golub Capital BDC shares in Q4 2025, an estimated $95.1K.
  • Golub Capital BDC made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1188 holding.
  • CIBC Private Wealth Group first reported a position in Golub Capital BDC in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Golub Capital BDC position peaked at $7.01M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.