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Essential Partners’s Golub Capital BDC GBDC Stock Holding History

Essential Partners’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
2025
Q4 		– Sell
-200
Closed -$2.74K – 2826
2025
Q3 		$2.74K Hold
200
– – ﹤0.01% 1682
2025
Q2 		$2.93K Buy
+200
New +$2.91K ﹤0.01% 1208

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Partners's GBDC Position: Q4 2025 in Review

Essential Partners sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 200 shares — an estimated $2.74K sold.

Essential Partners first reported a position in GBDC in Q2 2025 and held it in 2 quarters. The position peaked at $2.93K in Q2 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Essential Partners reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Essential Partners sold 200 Golub Capital BDC shares in Q4 2025, an estimated $2.74K.
  • Essential Partners first reported a position in Golub Capital BDC in Q2 2025 and held it in 2 quarters.
  • Essential Partners's Golub Capital BDC position peaked at $2.93K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.