Creative Planning
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Creative Planning’s Golub Capital BDC GBDC Stock Holding History

Creative Planning’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 		$309K Sell
24,002
-2,688
-10% -$35K ﹤0.01% 3539
2026
Q1 		$338K Buy
26,690
+10,861
+69% +$139K ﹤0.01% 3335
2025
Q4 		$215K Sell
15,829
-1,092
-6% -$15.1K ﹤0.01% 3493
2025
Q3 		$232K Buy
16,921
+4,546
+37% +$66.9K ﹤0.01% 3354
2025
Q2 		$181K Sell
12,375
-65,563
-84% -$954K ﹤0.01% 3257
2025
Q1 		$1.18M Buy
77,938
+15,837
+26% +$243K ﹤0.01% 1589
2024
Q4 		$941K Sell
62,101
-119,994
-66% -$1.83M ﹤0.01% 1687
2024
Q3 		$2.75M Buy
182,095
+167,603
+1,157% +$2.53M ﹤0.01% 906
2024
Q2 		$228K Sell
14,492
-2,367
-14% -$38.9K ﹤0.01% 2587
2024
Q1 		$280K Buy
16,859
+1,294
+8% +$20.2K ﹤0.01% 2311
2023
Q4 		$235K Buy
15,565
+1,695
+12% +$24.9K ﹤0.01% 2290
2023
Q3 		$203K Sell
13,870
-9
-0.1% -$128 ﹤0.01% 2228
2023
Q2 		$187K Buy
13,879
+1,130
+9% +$15K ﹤0.01% 2233
2023
Q1 		$173K Buy
12,749
+1,643
+15% +$22.1K ﹤0.01% 2166
2022
Q4 		$146K Buy
+11,106
New +$146K ﹤0.01% 2089
2017
Q3 		– Sell
-306
Closed -$6K – 2577
2017
Q2 		$6K Hold
306
– – ﹤0.01% 3903
2017
Q1 		$6K Hold
306
– – ﹤0.01% 3867
2016
Q4 		$6K Hold
306
– – ﹤0.01% 3848
2016
Q3 		$6K Hold
306
– – ﹤0.01% 3799
2016
Q2 		$5K Sell
306
-358
-54% -$6.08K ﹤0.01% 3639
2016
Q1 		$11K Buy
+664
New +$10.6K ﹤0.01% 3156
2015
Q2 		– Sell
-255
Closed -$4K – 1801
2015
Q1 		$4K Buy
+255
New +$4.42K ﹤0.01% 3627
2014
Q3 		– Sell
-102
Closed -$2K – 4061
2014
Q2 		$2K Hold
102
– – ﹤0.01% 3508
2014
Q1 		$2K Hold
102
– – ﹤0.01% 3356
2013
Q4 		$2K Hold
102
– – ﹤0.01% 3090
2013
Q3 		$2K Hold
102
– – ﹤0.01% 2976
2013
Q2 		$2K Buy
+102
New +$1.73K ﹤0.01% 2817

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
Corient Private Wealth
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
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

Creative Planning's GBDC Position: Q2 2026 in Review

Creative Planning reduced its Golub Capital BDC (GBDC) stake by 10% in Q2 2026, selling an estimated $35K and leaving 24,002 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

Creative Planning first reported a position in GBDC in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.75M in Q3 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Creative Planning held 24,002 shares of Golub Capital BDC worth $309K as of Q2 2026.
  • Creative Planning sold 2,688 Golub Capital BDC shares in Q2 2026, an estimated $35K.
  • Golub Capital BDC made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3539 holding.
  • Creative Planning first reported a position in Golub Capital BDC in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's Golub Capital BDC position peaked at $2.75M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.