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 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

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

Colton Groome Financial Advisors's GBDC Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Golub Capital BDC (GBDC) stake by 8.9% in Q2 2026, buying an estimated $14K and bringing the position to 13,167 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #164.

Colton Groome Financial Advisors first reported a position in GBDC in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Colton Groome Financial Advisors held 13,167 shares of Golub Capital BDC worth $170K as of Q2 2026.
Colton Groome Financial Advisors bought 1,078 Golub Capital BDC shares in Q2 2026, an estimated $14K.
Golub Capital BDC made up 0.04% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #164 holding.
Colton Groome Financial Advisors first reported a position in Golub Capital BDC in Q2 2024 and has held it in 7 quarters since.
Colton Groome Financial Advisors's Golub Capital BDC position peaked at $1.06M in Q2 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.