Clearstead Advisors’s Golub Capital BDC GBDC Stock Holding History

Clearstead Advisors’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	$285K	Buy	22,111 +18,868	+582%	+$246K	﹤0.01%	940
2026 Q1	$41.1K	Sell	3,243 -2,690	-45%	-$34.5K	﹤0.01%	1317
2025 Q4	$80.5K	Buy	5,933 +1,941	+49%	+$26.9K	﹤0.01%	1193
2025 Q3	$54.7K	Sell	3,992 -21,336	-84%	-$314K	﹤0.01%	1256
2025 Q2	$371K	Buy	25,328 +922	+4%	+$13.4K	0.01%	692
2025 Q1	$370K	Buy	24,406 +11,409	+88%	+$175K	0.01%	652
2024 Q4	$197K	Buy	12,997 +9,927	+323%	+$151K	﹤0.01%	865
2024 Q3	$46.4K	Hold	3,070	–	–	﹤0.01%	1222
2024 Q2	$48.2K	Hold	3,070	–	–	﹤0.01%	1170
2024 Q1	$51.1K	Hold	3,070	–	–	﹤0.01%	752
2023 Q4	$46.4K	Hold	3,070	–	–	﹤0.01%	759
2023 Q3	$45K	Hold	3,070	–	–	﹤0.01%	728
2023 Q2	$41.4K	Buy	+3,070	New	+$40.8K	﹤0.01%	765
2022 Q2	–	Sell	-2,000	Closed	-$30K	–	1338
2022 Q1	$30K	Buy	+2,000	New	+$31K	﹤0.01%	777
2021 Q3	–	Sell	-9,375	Closed	-$145K	–	1320
2021 Q2	$145K	Hold	9,375	–	–	0.01%	387
2021 Q1	$137K	Hold	9,375	–	–	0.01%	385
2020 Q4	$133K	Hold	9,375	–	–	0.01%	369
2020 Q3	$124K	Buy	+9,375	New	+$117K	0.01%	341
2020 Q2	–	Sell	-1,200	Closed	-$15K	–	803
2020 Q1	$15K	Buy	+1,200	New	+$19.7K	﹤0.01%	531

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Advisors's GBDC Position: Q2 2026 in Review

Clearstead Advisors increased its Golub Capital BDC (GBDC) stake by 582% in Q2 2026, buying an estimated $246K and bringing the position to 22,111 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Clearstead Advisors first reported a position in GBDC in Q1 2020 and has held it in 19 quarters since. The position peaked at $371K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Clearstead Advisors held 22,111 shares of Golub Capital BDC worth $285K as of Q2 2026.
Clearstead Advisors bought 18,868 Golub Capital BDC shares in Q2 2026, an estimated $246K.
Golub Capital BDC made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #940 holding.
Clearstead Advisors first reported a position in Golub Capital BDC in Q1 2020 and has held it in 19 quarters since.
Clearstead Advisors's Golub Capital BDC position peaked at $371K in Q2 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.