EW
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Evoke Wealth’s Golub Capital BDC GBDC Stock Holding History

Evoke Wealth’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 		– Sell
-38,964
Closed -$493K – 244
2026
Q1 		$493K Buy
38,964
+13,011
+50% +$167K 0.01% 407
2025
Q4 		$352K Hold
25,953
– – 0.01% 479
2025
Q3 		$355K Sell
25,953
-30,200
-54% -$445K 0.01% 463
2025
Q2 		$823K Hold
56,153
– – 0.02% 259
2025
Q1 		$850K Hold
56,153
– – 0.02% 214
2024
Q4 		$851K Buy
56,153
+16,809
+43% +$257K 0.02% 199
2024
Q3 		$594K Buy
+39,344
New +$594K 0.02% 234
2024
Q2 		– Sell
-71,870
Closed -$1.2M – 205
2024
Q1 		$1.2M Buy
71,870
+56,956
+382% +$890K 0.04% 161
2023
Q4 		$225K Sell
14,914
-42,042
-74% -$618K 0.37% 70
2023
Q3 		$836K Buy
56,956
+16,612
+41% +$236K 0.03% 190
2023
Q2 		$545K Hold
40,344
– – 0.02% 207
2023
Q1 		$547K Buy
40,344
+1,602
+4% +$21.6K 0.02% 207
2022
Q4 		$510K Buy
38,742
+6,787
+21% +$89.5K 0.02% 212
2022
Q3 		$396K Buy
31,955
+1,755
+6% +$23.9K 0.02% 236
2022
Q2 		$391K Hold
30,200
– – 0.01% 245
2022
Q1 		$459K Hold
30,200
– – 0.02% 245
2021
Q4 		$466K Sell
30,200
-3,100
-9% -$48K 0.01% 250
2021
Q3 		$526K Buy
33,300
+6,500
+24% +$102K 0.02% 226
2021
Q2 		$413K Buy
+26,800
New +$416K 0.02% 261
2020
Q4 		– Sell
-7,020
Closed -$93K – 1058
2020
Q3 		$93K Sell
7,020
-5,913
-46% -$73.8K 0.01% 292
2020
Q2 		$151K Sell
12,933
-23,591
-65% -$266K 0.01% 224
2020
Q1 		$449K Sell
36,524
-18,915
-34% -$310K 0.06% 105
2019
Q4 		$1M Hold
55,439
– – 0.13% 79
2019
Q3 		$1.02M Buy
+55,439
New +$997K 0.13% 89

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

Evoke Wealth's GBDC Position: Q2 2026 in Review

Evoke Wealth sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 38,964 shares — an estimated $493K sold.

Evoke Wealth first reported a position in GBDC in Q3 2019 and held it in 24 quarters. The position peaked at $1.2M in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Evoke Wealth reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 38,964 Golub Capital BDC shares in Q2 2026, an estimated $493K.
  • Evoke Wealth first reported a position in Golub Capital BDC in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Golub Capital BDC position peaked at $1.2M in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.