Comprehensive Money Management Services’s Golub Capital BDC GBDC Stock Holding History

Comprehensive Money Management Services’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	Sell	13,190 -1,935	-13%	-$25.2K	0.11%	196
2026 Q1	$191K	Buy	15,125 +2,000	+15%	+$25.7K	0.13%	189
2025 Q4	$178K	Buy	13,125 +625	+5%	+$8.65K	0.12%	186
2025 Q3	$171K	Buy	12,500 +900	+8%	+$13.3K	0.12%	183
2025 Q2	$170K	Buy	11,600 +930	+9%	+$13.5K	0.13%	179
2025 Q1	$162K	Buy	+10,670	New	+$164K	0.13%	175

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

Comprehensive Money Management Services's GBDC Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Golub Capital BDC (GBDC) stake by 13% in Q2 2026, selling an estimated $25.2K and leaving 13,190 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #196.

Comprehensive Money Management Services first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $191K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Comprehensive Money Management Services held 13,190 shares of Golub Capital BDC worth $170K as of Q2 2026.
Comprehensive Money Management Services sold 1,935 Golub Capital BDC shares in Q2 2026, an estimated $25.2K.
Golub Capital BDC made up 0.11% of Comprehensive Money Management Services's portfolio in Q2 2026, its #196 holding.
Comprehensive Money Management Services first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
Comprehensive Money Management Services's Golub Capital BDC position peaked at $191K in Q1 2026.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.