Colton Groome Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Colton Groome Financial 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 Q3	$170K	Buy	13,481 +314	+2%	+$4.05K	0.04%	161
2026 Q2	$170K	Buy	13,167 +1,078	+9%	+$14K	0.04%	164
2026 Q1	$153K	Buy	12,089 +690	+6%	+$8.85K	0.04%	137
2025 Q4	$155K	Buy	11,399 +321	+3%	+$4.44K	0.04%	137
2025 Q3	$152K	Buy	11,078 +913	+9%	+$13.4K	0.05%	137
2025 Q2	$149K	Buy	+10,165	New	+$148K	0.05%	135
2024 Q4	–	Sell	-37,053	Closed	-$560K	–	127
2024 Q3	$560K	Sell	37,053 -30,340	-45%	-$458K	0.21%	71
2024 Q2	$1.06M	Buy	+67,393	New	+$1.11M	0.42%	46

Other funds holding GBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

GFL

Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

EBA

Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Colton Groome Financial Advisors's GBDC Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Golub Capital BDC (GBDC) stake by 2.4% in Q3 2026, buying an estimated $4.05K and bringing the position to 13,481 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #161.

Colton Groome Financial Advisors first reported a position in GBDC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2024. 38 funds tracked by Wall St. Rank hold GBDC as of Q3 2026.

Colton Groome Financial Advisors held 13,481 shares of Golub Capital BDC worth $170K as of Q3 2026.
Colton Groome Financial Advisors bought 314 Golub Capital BDC shares in Q3 2026, an estimated $4.05K.
Golub Capital BDC made up 0.04% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #161 holding.
Colton Groome Financial Advisors first reported a position in Golub Capital BDC in Q2 2024 and has held it in 8 quarters since.
Colton Groome Financial Advisors's Golub Capital BDC position peaked at $1.06M in Q2 2024.
38 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.