Evercore Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Evercore Wealth Management’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	$809K	Hold	62,814	–	–	0.01%	241
2026 Q1	$795K	Buy	62,814 +5,838	+10%	+$74.9K	0.01%	235
2025 Q4	$773K	Hold	56,976	–	–	0.01%	242
2025 Q3	$780K	Buy	56,976 +7,138	+14%	+$105K	0.01%	243
2025 Q2	$730K	Buy	49,838 +588	+1%	+$8.56K	0.01%	241
2025 Q1	$746K	Buy	49,250 +9,000	+22%	+$138K	0.01%	242
2024 Q4	$610K	Hold	40,250	–	–	0.01%	256
2024 Q3	$608K	Hold	40,250	–	–	0.01%	257
2024 Q2	$632K	Hold	40,250	–	–	0.01%	258
2024 Q1	$669K	Hold	40,250	–	–	0.01%	251
2023 Q4	$608K	Buy	40,250 +2,263	+6%	+$33.3K	0.01%	261
2023 Q3	$557K	Sell	37,987 -7,013	-16%	-$99.5K	0.01%	260
2023 Q2	$608K	Hold	45,000	–	–	0.01%	254
2023 Q1	$610K	Buy	45,000 +5,000	+13%	+$67.4K	0.01%	255
2022 Q4	$526K	Buy	40,000 +5,900	+17%	+$77.8K	0.01%	262
2022 Q3	$423K	Buy	34,100 +7,250	+27%	+$98.7K	0.01%	272
2022 Q2	$348K	Buy	26,850 +6,798	+34%	+$97.3K	0.01%	299
2022 Q1	$305K	Hold	20,052	–	–	0.01%	350
2021 Q4	$310K	Buy	20,052 +975	+5%	+$15.1K	0.01%	351
2021 Q3	$301K	Buy	19,077 +625	+3%	+$9.82K	0.01%	362
2021 Q2	$285K	Hold	18,452	–	–	0.01%	373
2021 Q1	$269K	Hold	18,452	–	–	0.01%	380
2020 Q4	$261K	Sell	18,452 -1	-0%	-$14	0.01%	383
2020 Q3	$244K	Hold	18,453	–	–	0.01%	337
2020 Q2	$215K	Sell	18,453 -11,619	-39%	-$131K	0.01%	353
2020 Q1	$370K	Hold	30,072	–	–	0.01%	270
2019 Q4	$544K	Buy	30,072 +11,231	+60%	+$198K	0.01%	269
2019 Q3	$347K	Hold	18,841	–	–	0.01%	313
2019 Q2	$328K	Hold	18,841	–	–	0.01%	328
2019 Q1	$330K	Hold	18,841	–	–	0.01%	319
2018 Q4	$304K	Buy	18,841 +4,084	+28%	+$72.7K	0.01%	306
2018 Q3	$271K	Hold	14,757	–	–	0.01%	354
2018 Q2	$264K	Sell	14,757 -4,084	-22%	-$73K	0.01%	348
2018 Q1	$331K	Buy	18,841 +185	+1%	+$3.28K	0.01%	290
2017 Q4	$333K	Hold	18,656	–	–	0.01%	296
2017 Q3	$344K	Sell	18,656 -25,897	-58%	-$483K	0.01%	295
2017 Q2	$834K	Buy	44,553 +609	+1%	+$11.9K	0.03%	197
2017 Q1	$856K	Hold	43,944	–	–	0.03%	200
2016 Q4	$792K	Sell	43,944 -2,042	-4%	-$36.6K	0.03%	203
2016 Q3	$836K	Sell	45,986 -5,207	-10%	-$95.4K	0.03%	197
2016 Q2	$906K	Sell	51,193 -20,420	-29%	-$347K	0.04%	182
2016 Q1	$1.21M	Hold	71,613	–	–	0.05%	162
2015 Q4	$1.17M	Sell	71,613 -919	-1%	-$15.1K	0.05%	169
2015 Q3	$1.14M	Sell	72,532 -12,762	-15%	-$206K	0.05%	176
2015 Q2	$1.38M	Buy	85,294 +44,964	+111%	+$762K	0.06%	167
2015 Q1	$693K	Buy	40,330 +19,604	+95%	+$340K	0.03%	231
2014 Q4	$365K	Buy	20,726 +4,952	+31%	+$83.4K	0.02%	290
2014 Q3	$246K	Buy	15,774 +8,065	+105%	+$134K	0.01%	361
2014 Q2	$134K	Buy	7,709 +6,688	+655%	+$111K	0.01%	461
2014 Q1	$18K	Hold	1,021	–	–	﹤0.01%	756
2013 Q4	$19K	Buy	+1,021	New	+$17.8K	﹤0.01%	688

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evercore Wealth Management's GBDC Position: Q2 2026 in Review

Evercore Wealth Management held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 62,814 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #241.

Evercore Wealth Management first reported a position in GBDC in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.38M in Q2 2015. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Evercore Wealth Management held 62,814 shares of Golub Capital BDC worth $809K as of Q2 2026.
Evercore Wealth Management left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #241 holding.
Evercore Wealth Management first reported a position in Golub Capital BDC in Q4 2013 and has held it in 51 quarters since.
Evercore Wealth Management's Golub Capital BDC position peaked at $1.38M in Q2 2015.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.