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Empowered Funds’s Golub Capital BDC GBDC Stock Holding History

Empowered Funds’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 		$381K Sell
29,553
-5,275
-15% -$68.7K ﹤0.01% 1776
2026
Q1 		$441K Buy
34,828
+5,619
+19% +$72.1K ﹤0.01% 1679
2025
Q4 		$396K Sell
29,209
-8,480
-22% -$117K 0.01% 795
2025
Q3 		$516K Buy
37,689
+12,562
+50% +$185K 0.01% 1395
2025
Q2 		$368K Sell
25,127
-2,284
-8% -$33.3K ﹤0.01% 1432
2025
Q1 		$415K Buy
27,411
+15,988
+140% +$245K 0.01% 1292
2024
Q4 		$173K Buy
+11,423
New +$174K ﹤0.01% 1524

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

Empowered Funds's GBDC Position: Q2 2026 in Review

Empowered Funds reduced its Golub Capital BDC (GBDC) stake by 15% in Q2 2026, selling an estimated $68.7K and leaving 29,553 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Empowered Funds first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Empowered Funds held 29,553 shares of Golub Capital BDC worth $381K as of Q2 2026.
  • Empowered Funds sold 5,275 Golub Capital BDC shares in Q2 2026, an estimated $68.7K.
  • Golub Capital BDC made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1776 holding.
  • Empowered Funds first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • Empowered Funds's Golub Capital BDC position peaked at $516K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.