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Estate Planners Group’s Golub Capital BDC GBDC Stock Holding History

Estate Planners Group’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
-165
Closed -$2.25K – 186
2025
Q4 		$2.25K Buy
+165
New +$2.29K ﹤0.01% 401

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Estate Planners Group's GBDC Position: Q1 2026 in Review

Estate Planners Group sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 165 shares — an estimated $2.25K sold.

Estate Planners Group first reported a position in GBDC in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Estate Planners Group reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 165 Golub Capital BDC shares in Q1 2026, an estimated $2.25K.
  • Estate Planners Group first reported a position in Golub Capital BDC in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Golub Capital BDC position peaked at $2.25K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.