Corient Private Wealth
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Corient Private Wealth’s Golub Capital BDC GBDC Stock Holding History

Corient Private Wealth’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
Q1 		$56.6M Sell
4,527,780
-5,907,372
-57% -$75.8M 0.08% 220
2025
Q4 		$142M Buy
10,435,152
+4,348,099
+71% +$60.2M 0.1% 200
2025
Q3 		$83.3M Buy
6,087,053
+4,556,990
+298% +$67.1M 0.13% 163
2025
Q2 		$22.4M Sell
1,530,063
-2,670,471
-64% -$38.9M 0.03% 371
2025
Q1 		$63.6M Sell
4,200,534
-658,834
-14% -$10.1M 0.1% 190
2024
Q4 		$73.3M Sell
4,859,368
-534,486
-10% -$8.16M 0.12% 172
2024
Q3 		$81.5M Sell
5,393,854
-1,457,843
-21% -$22M 0.13% 164
2024
Q2 		$108M Buy
6,851,697
+6,711,320
+4,781% +$110M 0.19% 121
2024
Q1 		$2.33M Sell
140,377
-3,257
-2% -$50.9K ﹤0.01% 955
2023
Q4 		$2.17M Buy
143,634
+15,237
+12% +$224K ﹤0.01% 966
2023
Q3 		$1.88M Buy
128,397
+36,431
+40% +$517K ﹤0.01% 937
2023
Q2 		$1.24M Sell
91,966
-76,102
-45% -$1.01M ﹤0.01% 1073
2023
Q1 		$2.28M Sell
168,068
-20,868
-11% -$281K 0.01% 802
2022
Q4 		$2.49M Buy
+188,936
New +$2.49M 0.01% 652

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth's GBDC Position: Q1 2026 in Review

Corient Private Wealth reduced its Golub Capital BDC (GBDC) stake by 57% in Q1 2026, selling an estimated $75.8M and leaving 4,527,780 shares worth $56.6M. The position accounts for 0.08% of the portfolio, ranked #220.

Corient Private Wealth first reported a position in GBDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $142M in Q4 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Corient Private Wealth held 4,527,780 shares of Golub Capital BDC worth $56.6M as of Q1 2026.
  • Corient Private Wealth sold 5,907,372 Golub Capital BDC shares in Q1 2026, an estimated $75.8M.
  • Golub Capital BDC made up 0.08% of Corient Private Wealth's portfolio in Q1 2026, its #220 holding.
  • Corient Private Wealth first reported a position in Golub Capital BDC in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Golub Capital BDC position peaked at $142M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.