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Essex Financial Services’s Golub Capital BDC GBDC Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-25,123
Closed -$341K – 810
2025
Q4 		$341K Sell
25,123
-7,093
-22% -$98.2K 0.02% 562
2025
Q3 		$441K Buy
32,216
+8
+0% +$118 0.03% 458
2025
Q2 		$472K Buy
32,208
+7,456
+30% +$109K 0.03% 422
2025
Q1 		$375K Buy
24,752
+1,252
+5% +$19.2K 0.03% 445
2024
Q4 		$356K Hold
23,500
– – 0.03% 448
2024
Q3 		$362K Buy
+23,500
New +$355K 0.03% 448

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Essex Financial Services's GBDC Position: Q1 2026 in Review

Essex Financial Services sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 25,123 shares — an estimated $341K sold.

Essex Financial Services first reported a position in GBDC in Q3 2024 and held it in 6 quarters. The position peaked at $472K in Q2 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Essex Financial Services reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 25,123 Golub Capital BDC shares in Q1 2026, an estimated $341K.
  • Essex Financial Services first reported a position in Golub Capital BDC in Q3 2024 and held it in 6 quarters.
  • Essex Financial Services's Golub Capital BDC position peaked at $472K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.