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Cura Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Cura Wealth 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 		$1.55M Hold
120,200
– – 0.66% 25
2026
Q1 		$1.52M Sell
120,200
-127,500
-51% -$1.64M 0.68% 20
2025
Q4 		$3.36M Buy
247,700
+13,000
+6% +$180K 1.27% 14
2025
Q3 		$3.21M Sell
234,700
-15,200
-6% -$224K 1.23% 16
2025
Q2 		$3.66M Sell
249,900
-18,800
-7% -$274K 1.46% 12
2025
Q1 		$4.07M Buy
268,700
+27,700
+11% +$425K 1.65% 10
2024
Q4 		$3.65M Buy
+241,000
New +$3.68M 1.62% 10

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

Cura Wealth Advisors's GBDC Position: Q2 2026 in Review

Cura Wealth Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 120,200 shares worth $1.55M. The position accounts for 0.66% of the portfolio, ranked #25.

Cura Wealth Advisors first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07M in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Cura Wealth Advisors held 120,200 shares of Golub Capital BDC worth $1.55M as of Q2 2026.
  • Cura Wealth Advisors left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up 0.66% of Cura Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Cura Wealth Advisors first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Golub Capital BDC position peaked at $4.07M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.