Creative Financial Designs’s Golub Capital BDC GBDC Stock Holding History

Creative Financial Designs’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	$89.3K	Hold	6,936	–	–	﹤0.01%	834
2026 Q1	$87.8K	Hold	6,936	–	–	0.01%	719
2025 Q4	$94.1K	Hold	6,936	–	–	0.01%	673
2025 Q3	$95K	Hold	6,936	–	–	0.01%	661
2025 Q2	$102K	Hold	6,936	–	–	0.01%	664
2025 Q1	$105K	Buy	6,936 +3,176	+84%	+$48.7K	0.01%	605
2024 Q4	$57K	Hold	3,760	–	–	﹤0.01%	752
2024 Q3	$56.8K	Hold	3,760	–	–	﹤0.01%	744
2024 Q2	$59.1K	Hold	3,760	–	–	0.01%	717
2024 Q1	$62.5K	Hold	3,760	–	–	0.01%	675
2023 Q4	$56.8K	Hold	3,760	–	–	0.01%	651
2023 Q3	$55.2K	Sell	3,760 -1,050	-22%	-$14.9K	0.01%	603
2023 Q2	$64.9K	Buy	4,810 +3,785	+369%	+$50.2K	0.01%	570
2023 Q1	$13.9K	Buy	+1,025	New	+$13.8K	﹤0.01%	888
2021 Q2	–	Sell	-2,400	Closed	-$35K	–	1418
2021 Q1	$35K	Hold	2,400	–	–	0.01%	641
2020 Q4	$34K	Hold	2,400	–	–	0.01%	594
2020 Q3	$32K	Hold	2,400	–	–	0.01%	554
2020 Q2	$28K	Buy	+2,400	New	+$27K	0.01%	523

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

Creative Financial Designs's GBDC Position: Q2 2026 in Review

Creative Financial Designs held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 6,936 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Creative Financial Designs first reported a position in GBDC in Q2 2020 and has held it in 18 quarters since. The position peaked at $105K in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Creative Financial Designs held 6,936 shares of Golub Capital BDC worth $89.3K as of Q2 2026.
Creative Financial Designs left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #834 holding.
Creative Financial Designs first reported a position in Golub Capital BDC in Q2 2020 and has held it in 18 quarters since.
Creative Financial Designs's Golub Capital BDC position peaked at $105K in Q1 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.