EverSource Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

EverSource Wealth Advisors’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	$7.17K	Sell	557 -359	-39%	-$4.68K	﹤0.01%	3099
2026 Q1	$11.6K	Buy	916 +22	+2%	+$282	﹤0.01%	2835
2025 Q4	$12.1K	Buy	894 +228	+34%	+$3.16K	﹤0.01%	2702
2025 Q3	$9.12K	Buy	666 +81	+14%	+$1.19K	﹤0.01%	2872
2025 Q2	$8.57K	Buy	585 +132	+29%	+$1.92K	﹤0.01%	2901
2025 Q1	$6.86K	Sell	453 -229	-34%	-$3.51K	﹤0.01%	2339
2024 Q4	$10.3K	Buy	682 +165	+32%	+$2.52K	﹤0.01%	1972
2024 Q3	$7.81K	Buy	517 +35	+7%	+$528	﹤0.01%	2003
2024 Q2	$7.37K	Buy	482 +6	+1%	+$99	﹤0.01%	2032
2024 Q1	$8.27K	Buy	476 +99	+26%	+$1.55K	﹤0.01%	1798
2023 Q4	$5.69K	Buy	377 +22	+6%	+$324	﹤0.01%	1806
2023 Q3	$5.21K	Hold	355	–	–	﹤0.01%	1697
2023 Q2	$4.79K	Hold	355	–	–	﹤0.01%	1745
2023 Q1	$4.81K	Hold	355	–	–	﹤0.01%	1655
2022 Q4	$4.67K	Buy	+355	New	+$4.68K	﹤0.01%	1633

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

EverSource Wealth Advisors's GBDC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Golub Capital BDC (GBDC) stake by 39% in Q2 2026, selling an estimated $4.68K and leaving 557 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

EverSource Wealth Advisors first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1K in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

EverSource Wealth Advisors held 557 shares of Golub Capital BDC worth $7.17K as of Q2 2026.
EverSource Wealth Advisors sold 359 Golub Capital BDC shares in Q2 2026, an estimated $4.68K.
Golub Capital BDC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3099 holding.
EverSource Wealth Advisors first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Golub Capital BDC position peaked at $12.1K in Q4 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.