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Crestwood Advisors Group’s Golub Capital BDC GBDC Stock Holding History

Crestwood Advisors Group’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 		$337K Buy
26,162
+15,748
+151% +$205K 0.01% 634
2026
Q1 		$132K Hold
10,414
– – ﹤0.01% 751
2025
Q4 		$141K Hold
10,414
– – ﹤0.01% 684
2025
Q3 		$143K Hold
10,414
– – ﹤0.01% 563
2025
Q2 		$153K Buy
+10,414
New +$152K ﹤0.01% 520

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

Crestwood Advisors Group's GBDC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Golub Capital BDC (GBDC) stake by 151% in Q2 2026, buying an estimated $205K and bringing the position to 26,162 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #634.

Crestwood Advisors Group first reported a position in GBDC in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Crestwood Advisors Group held 26,162 shares of Golub Capital BDC worth $337K as of Q2 2026.
  • Crestwood Advisors Group bought 15,748 Golub Capital BDC shares in Q2 2026, an estimated $205K.
  • Golub Capital BDC made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #634 holding.
  • Crestwood Advisors Group first reported a position in Golub Capital BDC in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.