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Cornerstone Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Cornerstone Wealth 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
Q1 		– Sell
-12,690
Closed -$172K – 718
2025
Q4 		$172K Buy
12,690
+450
+4% +$6.23K 0.01% 665
2025
Q3 		$168K Buy
12,240
+463
+4% +$6.82K 0.01% 658
2025
Q2 		$173K Sell
11,777
-1,315
-10% -$19.1K 0.01% 625
2025
Q1 		$198K Buy
13,092
+2,541
+24% +$39K 0.01% 581
2024
Q4 		$160K Buy
+10,551
New +$161K 0.01% 568
2024
Q3 		– Sell
-11,787
Closed -$185K – 573
2024
Q2 		$185K Buy
+11,787
New +$194K 0.01% 528

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Cornerstone Wealth Management's GBDC Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 12,690 shares — an estimated $172K sold.

Cornerstone Wealth Management first reported a position in GBDC in Q2 2024 and held it in 6 quarters. The position peaked at $198K in Q1 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Cornerstone Wealth Management reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,690 Golub Capital BDC shares in Q1 2026, an estimated $172K.
  • Cornerstone Wealth Management first reported a position in Golub Capital BDC in Q2 2024 and held it in 6 quarters.
  • Cornerstone Wealth Management's Golub Capital BDC position peaked at $198K in Q1 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.