ECM
GBDC icon

Evergreen Capital Management’s Golub Capital BDC GBDC Stock Holding History

Evergreen Capital 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 		$542K Buy
42,057
+14,195
+51% +$185K 0.01% 855
2026
Q1 		$353K Buy
27,862
+2,977
+12% +$38.2K 0.01% 1006
2025
Q4 		$338K Sell
24,885
-4,052
-14% -$56.1K 0.01% 970
2025
Q3 		$396K Buy
28,937
+4,090
+16% +$60.2K 0.01% 772
2025
Q2 		$364K Sell
24,847
-448
-2% -$6.52K 0.01% 711
2025
Q1 		$383K Buy
25,295
+2,130
+9% +$32.7K 0.01% 615
2024
Q4 		$351K Buy
23,165
+2,850
+14% +$43.5K 0.01% 656
2024
Q3 		$307K Buy
20,315
+1,683
+9% +$25.4K 0.01% 702
2024
Q2 		$293K Hold
18,632
– – 0.01% 671
2024
Q1 		$310K Sell
18,632
-1,680
-8% -$26.2K 0.01% 619
2023
Q4 		$307K Buy
20,312
+177
+0.9% +$2.6K 0.01% 588
2023
Q3 		$295K Sell
20,135
-275
-1% -$3.9K 0.01% 554
2023
Q2 		$276K Buy
20,410
+5,833
+40% +$77.4K 0.01% 599
2023
Q1 		$198K Buy
+14,577
New +$196K 0.01% 657
2022
Q4 		– Sell
-11,379
Closed -$141K – 688
2022
Q3 		$141K Buy
+11,379
New +$155K 0.01% 585
2022
Q2 		– Sell
-391,914
Closed -$5.96M – 614
2022
Q1 		$5.96M Buy
391,914
+10,506
+3% +$163K 0.24% 121
2021
Q4 		$5.89M Buy
381,408
+20,389
+6% +$316K 0.24% 121
2021
Q3 		$5.71M Buy
361,019
+22,842
+7% +$359K 0.26% 104
2021
Q2 		$5.21M Buy
338,177
+11,230
+3% +$174K 0.25% 106
2021
Q1 		$4.78M Buy
326,947
+14,248
+5% +$209K 0.25% 107
2020
Q4 		$4.42M Sell
312,699
-125,944
-29% -$1.72M 0.26% 97
2020
Q3 		$5.81M Buy
438,643
+6,895
+2% +$86.1K 0.4% 66
2020
Q2 		$5.03M Buy
431,748
+84,629
+24% +$953K 0.38% 68
2020
Q1 		$4.27M Buy
+347,119
New +$5.69M 0.4% 62

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

Evergreen Capital Management's GBDC Position: Q2 2026 in Review

Evergreen Capital Management increased its Golub Capital BDC (GBDC) stake by 51% in Q2 2026, buying an estimated $185K and bringing the position to 42,057 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #855.

Evergreen Capital Management first reported a position in GBDC in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.96M in Q1 2022. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Evergreen Capital Management held 42,057 shares of Golub Capital BDC worth $542K as of Q2 2026.
  • Evergreen Capital Management bought 14,195 Golub Capital BDC shares in Q2 2026, an estimated $185K.
  • Golub Capital BDC made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #855 holding.
  • Evergreen Capital Management first reported a position in Golub Capital BDC in Q1 2020 and has held it in 24 quarters since.
  • Evergreen Capital Management's Golub Capital BDC position peaked at $5.96M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.