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Compass Financial Management’s Golub Capital BDC GBDC Stock Holding History

Compass Financial Management’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 		$559K Buy
+42,750
New +$557K 0.07% 261

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Compass Financial Management's GBDC Position: Q2 2026 in Review

Compass Financial Management opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 42,750 shares worth $559K. The stake represents 0.07% of the portfolio and ranks #261 among its holdings.

300 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Compass Financial Management held 42,750 shares of Golub Capital BDC worth $559K as of Q2 2026.
  • Golub Capital BDC was a new Compass Financial Management position in Q2 2026.
  • Golub Capital BDC made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #261 holding.
  • 300 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.