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

EP 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 		$1.02M Sell
78,991
-17,936
-19% -$234K ﹤0.01% 743
2026
Q1 		$1.23M Sell
96,927
-7,163
-7% -$91.9K 0.01% 582
2025
Q4 		$1.41M Buy
+104,090
New +$1.44M 0.01% 525
2025
Q2 		$1.92M Sell
131,034
-14,821
-10% -$216K 0.01% 423
2025
Q1 		$2.21M Sell
145,855
-23,909
-14% -$367K 0.02% 350
2024
Q4 		$2.57M Sell
169,764
-16,854
-9% -$257K 0.02% 318
2024
Q3 		$2.82M Buy
186,618
+1,617
+0.9% +$24.4K 0.02% 298
2024
Q2 		$2.91M Buy
185,001
+46
+0% +$755 0.03% 238
2024
Q1 		$3.08M Buy
184,955
+39
+0% +$609 0.04% 218
2023
Q4 		$2.79M Buy
184,916
+38
+0% +$559 0.04% 219
2023
Q3 		$2.71M Buy
184,878
+176,380
+2,076% +$2.5M 0.04% 213
2023
Q2 		$2.48M Buy
+8,498
New +$113K 0.04% 215

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

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

EP Wealth Advisors reduced its Golub Capital BDC (GBDC) stake by 19% in Q2 2026, selling an estimated $234K and leaving 78,991 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #743.

EP Wealth Advisors first reported a position in GBDC in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.08M in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • EP Wealth Advisors held 78,991 shares of Golub Capital BDC worth $1.02M as of Q2 2026.
  • EP Wealth Advisors sold 17,936 Golub Capital BDC shares in Q2 2026, an estimated $234K.
  • Golub Capital BDC made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • EP Wealth Advisors first reported a position in Golub Capital BDC in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Golub Capital BDC position peaked at $3.08M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.