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
Q2 		$40.7M Sell
3,162,346
-1,365,434
-30% -$17.8M 0.06% 278
2026
Q1 		$56.6M Sell
4,527,780
-689,796
-13% -$8.85M 0.08% 220
2025
Q4 		$70.8M Sell
5,217,576
-869,477
-14% -$12M 0.1% 194
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 $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Corient Private Wealth's GBDC Position: Q2 2026 in Review

Corient Private Wealth reduced its Golub Capital BDC (GBDC) stake by 30% in Q2 2026, selling an estimated $17.8M and leaving 3,162,346 shares worth $40.7M. The position accounts for 0.06% of the portfolio, ranked #278.

Corient Private Wealth first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $108M in Q2 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Corient Private Wealth held 3,162,346 shares of Golub Capital BDC worth $40.7M as of Q2 2026.
  • Corient Private Wealth sold 1,365,434 Golub Capital BDC shares in Q2 2026, an estimated $17.8M.
  • Golub Capital BDC made up 0.06% of Corient Private Wealth's portfolio in Q2 2026, its #278 holding.
  • Corient Private Wealth first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Golub Capital BDC position peaked at $108M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.