EFG
GBDC icon

Ethos Financial Group’s Golub Capital BDC GBDC Stock Holding History

Ethos Financial 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
Q2 		$361K Sell
28,024
-9,516
-25% -$124K 0.02% 441
2026
Q1 		$509K Hold
37,540
– – 0.04% 303
2025
Q4 		$509K Sell
37,540
-2,465
-6% -$34.1K 0.04% 284
2025
Q3 		$548K Buy
40,005
+8,934
+29% +$132K 0.04% 256
2025
Q2 		$455K Buy
31,071
+4,723
+18% +$68.8K 0.04% 282
2025
Q1 		$399K Buy
+26,348
New +$404K 0.04% 276

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

Ethos Financial Group's GBDC Position: Q2 2026 in Review

Ethos Financial Group reduced its Golub Capital BDC (GBDC) stake by 25% in Q2 2026, selling an estimated $124K and leaving 28,024 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #441.

Ethos Financial Group first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $548K in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Ethos Financial Group held 28,024 shares of Golub Capital BDC worth $361K as of Q2 2026.
  • Ethos Financial Group sold 9,516 Golub Capital BDC shares in Q2 2026, an estimated $124K.
  • Golub Capital BDC made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #441 holding.
  • Ethos Financial Group first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Golub Capital BDC position peaked at $548K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.