CA
GBDC icon

Crewe Advisors’s Golub Capital BDC GBDC Stock Holding History

Crewe Advisors’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 		$10.7K Hold
830
– – ﹤0.01% 744
2026
Q1 		$10.5K Buy
830
+83
+11% +$1.06K ﹤0.01% 631
2025
Q4 		$10.1K Buy
747
+232
+45% +$3.21K ﹤0.01% 627
2025
Q3 		$7.05K Buy
515
+20
+4% +$295 ﹤0.01% 688
2025
Q2 		$7.25K Buy
495
+295
+148% +$4.29K ﹤0.01% 500
2025
Q1 		$3.03K Buy
+200
New +$3.07K ﹤0.01% 522

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

Crewe Advisors's GBDC Position: Q2 2026 in Review

Crewe Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 830 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Crewe Advisors first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Crewe Advisors held 830 shares of Golub Capital BDC worth $10.7K as of Q2 2026.
  • Crewe Advisors left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #744 holding.
  • Crewe Advisors first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.