Coastal Bridge Advisors’s Golub Capital BDC GBDC Stock Holding History

Coastal Bridge 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	$15.4M	Sell	1,193,180 -99,224	-8%	-$1.29M	0.95%	28
2026 Q1	$16.4M	Buy	1,292,404 +794,222	+159%	+$10.2M	1.16%	18
2025 Q4	$6.76M	Buy	+498,182	New	+$6.9M	0.5%	49
2024 Q2	–	Sell	-118,676	Closed	-$1.97M	–	175
2024 Q1	$1.97M	Sell	118,676 -329,854	-74%	-$5.15M	0.45%	39
2023 Q4	$6.77M	Sell	448,530 -123,769	-22%	-$1.82M	1.74%	11
2023 Q3	$8.4M	Buy	572,299 +13,811	+2%	+$196K	2.25%	12
2023 Q2	$7.54M	Sell	558,488 -41,985	-7%	-$557K	1.85%	12
2023 Q1	$8.14M	Buy	600,473 +163,689	+37%	+$2.21M	2.06%	13
2022 Q4	$5.75M	Buy	+436,784	New	+$5.76M	1.63%	13
2020 Q3	–	Sell	-23,538	Closed	-$274K	–	135
2020 Q2	$274K	Buy	23,538 +7,333	+45%	+$82.6K	0.09%	101
2020 Q1	$199K	Buy	+16,205	New	+$265K	0.07%	117

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

Coastal Bridge Advisors's GBDC Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Golub Capital BDC (GBDC) stake by 7.7% in Q2 2026, selling an estimated $1.29M and leaving 1,193,180 shares worth $15.4M. The position accounts for 0.95% of the portfolio, ranked #28.

Coastal Bridge Advisors first reported a position in GBDC in Q1 2020 and has held it in 11 quarters since. The position peaked at $16.4M in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Coastal Bridge Advisors held 1,193,180 shares of Golub Capital BDC worth $15.4M as of Q2 2026.
Coastal Bridge Advisors sold 99,224 Golub Capital BDC shares in Q2 2026, an estimated $1.29M.
Golub Capital BDC made up 0.95% of Coastal Bridge Advisors's portfolio in Q2 2026, its #28 holding.
Coastal Bridge Advisors first reported a position in Golub Capital BDC in Q1 2020 and has held it in 11 quarters since.
Coastal Bridge Advisors's Golub Capital BDC position peaked at $16.4M in Q1 2026.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.