Edgemoor Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Edgemoor Investment 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	$688K	Sell	53,396 -7,913	-13%	-$103K	0.05%	108
2026 Q1	$776K	Sell	61,309 -2,447	-4%	-$31.4K	0.06%	104
2025 Q4	$865K	Sell	63,756 -4,275	-6%	-$59.2K	0.07%	100
2025 Q3	$931K	Sell	68,031 -1,184	-2%	-$17.4K	0.07%	104
2025 Q2	$1.01M	Sell	69,215 -1,000	-1%	-$14.6K	0.09%	94
2025 Q1	$1.06M	Sell	70,215 -1,265	-2%	-$19.4K	0.1%	93
2024 Q4	$1.08M	Sell	71,480 -5,187	-7%	-$79.2K	0.1%	95
2024 Q3	$1.16M	Sell	76,667 -5,790	-7%	-$87.4K	0.1%	91
2024 Q2	$1.3M	Hold	82,457	–	–	0.12%	80
2024 Q1	$1.37M	Sell	82,457 -2,500	-3%	-$39.1K	0.13%	79
2023 Q4	$1.28M	Sell	84,957 -9,500	-10%	-$140K	0.13%	77
2023 Q3	$1.39M	Sell	94,457 -9,187	-9%	-$130K	0.16%	76
2023 Q2	$1.4M	Sell	103,644 -2,500	-2%	-$33.2K	0.16%	76
2023 Q1	$1.44M	Sell	106,144 -1,606	-1%	-$21.6K	0.18%	76
2022 Q4	$1.42M	Sell	107,750 -2,500	-2%	-$33K	0.18%	79
2022 Q3	$1.37M	Sell	110,250 -593	-0.5%	-$8.07K	0.18%	78
2022 Q2	$1.44M	Hold	110,843	–	–	0.18%	80
2022 Q1	$1.69M	Sell	110,843 -1,875	-2%	-$29K	0.18%	75
2021 Q4	$1.74M	Sell	112,718 -866	-0.8%	-$13.4K	0.18%	67
2021 Q3	$1.8M	Sell	113,584 -16,442	-13%	-$258K	0.2%	64
2021 Q2	$2M	Sell	130,026 -250	-0.2%	-$3.88K	0.19%	63
2021 Q1	$1.91M	Sell	130,276 -539	-0.4%	-$7.92K	0.19%	63
2020 Q4	$1.85M	Sell	130,815 -6,202	-5%	-$84.8K	0.21%	62
2020 Q3	$1.81M	Sell	137,017 -5,516	-4%	-$68.9K	0.22%	62
2020 Q2	$1.66M	Buy	142,533 +23,276	+20%	+$262K	0.22%	62
2020 Q1	$1.47M	Sell	119,257 -1,334	-1%	-$21.9K	0.24%	62
2019 Q4	$2.18M	Sell	120,591 -12,807	-10%	-$226K	0.25%	68
2019 Q3	$2.46M	Sell	133,398 -1,531	-1%	-$27.5K	0.3%	66
2019 Q2	$2.35M	Sell	134,929 -5,039	-4%	-$88.4K	0.3%	67
2019 Q1	$2.45M	Sell	139,968 -5,479	-4%	-$96.5K	0.32%	66
2018 Q4	$2.35M	Sell	145,447 -3,402	-2%	-$60.5K	0.35%	65
2018 Q3	$2.73M	Sell	148,849 -3,548	-2%	-$65.4K	0.34%	67
2018 Q2	$2.73M	Sell	152,397 -1,340	-0.9%	-$23.9K	0.37%	65
2018 Q1	$2.69M	Sell	153,737 -4,492	-3%	-$79.6K	0.36%	62
2017 Q4	$2.81M	Sell	158,229 -3,713	-2%	-$68.7K	0.35%	62
2017 Q3	$2.98M	Sell	161,942 -1,595	-1%	-$29.7K	0.4%	63
2017 Q2	$3.06M	Sell	163,537 -1,955	-1%	-$38.1K	0.42%	66
2017 Q1	$3.22M	Sell	165,492 -1,651	-1%	-$30.6K	0.46%	63
2016 Q4	$3.01M	Sell	167,143 -5,023	-3%	-$90K	0.46%	63
2016 Q3	$3.13M	Sell	172,166 -785	-0.5%	-$14.4K	0.48%	62
2016 Q2	$3.06M	Buy	172,951 +20,318	+13%	+$345K	0.48%	61
2016 Q1	$2.59M	Buy	152,633 +31,144	+26%	+$499K	0.4%	67
2015 Q4	$1.98M	Buy	121,489 +22,633	+23%	+$372K	0.3%	73
2015 Q3	$1.55M	Buy	98,856 +7,897	+9%	+$128K	0.24%	77
2015 Q2	$1.48M	Buy	+90,959	New	+$1.54M	0.22%	79

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

Edgemoor Investment Advisors's GBDC Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Golub Capital BDC (GBDC) stake by 13% in Q2 2026, selling an estimated $103K and leaving 53,396 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #108.

Edgemoor Investment Advisors first reported a position in GBDC in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.22M in Q1 2017. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Edgemoor Investment Advisors held 53,396 shares of Golub Capital BDC worth $688K as of Q2 2026.
Edgemoor Investment Advisors sold 7,913 Golub Capital BDC shares in Q2 2026, an estimated $103K.
Golub Capital BDC made up 0.05% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #108 holding.
Edgemoor Investment Advisors first reported a position in Golub Capital BDC in Q2 2015 and has held it in 45 quarters since.
Edgemoor Investment Advisors's Golub Capital BDC position peaked at $3.22M in Q1 2017.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.