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Family Management’s Golub Capital BDC GBDC Stock Holding History

Family 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 		$3.71M Buy
287,881
+59,355
+26% +$773K 0.38% 60
2026
Q1 		$2.89M Buy
228,526
+130,648
+133% +$1.68M 0.35% 73
2025
Q4 		$1.33M Buy
97,878
+27,972
+40% +$387K 0.17% 89
2025
Q3 		$957K Buy
69,906
+6,073
+10% +$89.4K 0.13% 98
2025
Q2 		$935K Sell
63,833
-6,830
-10% -$99.4K 0.14% 98
2025
Q1 		$1.07M Buy
70,663
+4,489
+7% +$68.9K 0.17% 88
2024
Q4 		$1M Sell
66,174
-92
-0.1% -$1.4K 0.16% 90
2024
Q3 		$1M Buy
66,266
+15,677
+31% +$237K 0.17% 87
2024
Q2 		$795K Buy
50,589
+4,458
+10% +$73.2K 0.14% 81
2024
Q1 		$767K Sell
46,131
-9,228
-17% -$144K 0.14% 80
2023
Q4 		$836K Sell
55,359
-7,089
-11% -$104K 0.17% 70
2023
Q3 		$916K Buy
62,448
+49,672
+389% +$705K 0.21% 61
2023
Q2 		$172K Hold
12,776
– – 0.04% 138
2023
Q1 		$173K Buy
12,776
+1,811
+17% +$24.4K 0.04% 122
2022
Q4 		$144K Buy
+10,965
New +$145K 0.04% 141
2022
Q2 		– Sell
-28,190
Closed -$429K – 183
2022
Q1 		$429K Sell
28,190
-23,144
-45% -$358K 0.12% 104
2021
Q4 		$793K Sell
51,334
-229
-0.4% -$3.55K 0.21% 79
2021
Q3 		$815K Sell
51,563
-375
-0.7% -$5.89K 0.22% 78
2021
Q2 		$801K Buy
51,938
+325
+0.6% +$5.04K 0.21% 78
2021
Q1 		$755K Buy
51,613
+16,010
+45% +$235K 0.24% 73
2020
Q4 		$503K Sell
35,603
-586
-2% -$8.01K 0.17% 88
2020
Q3 		$479K Buy
36,189
+8,773
+32% +$110K 0.21% 75
2020
Q2 		$319K Buy
+27,416
New +$309K 0.13% 103

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

Family Management's GBDC Position: Q2 2026 in Review

Family Management increased its Golub Capital BDC (GBDC) stake by 26% in Q2 2026, buying an estimated $773K and bringing the position to 287,881 shares worth $3.71M. The position accounts for 0.38% of the portfolio, ranked #60.

Family Management first reported a position in GBDC in Q2 2020 and has held it in 23 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Family Management held 287,881 shares of Golub Capital BDC worth $3.71M as of Q2 2026.
  • Family Management bought 59,355 Golub Capital BDC shares in Q2 2026, an estimated $773K.
  • Golub Capital BDC made up 0.38% of Family Management's portfolio in Q2 2026, its #60 holding.
  • Family Management first reported a position in Golub Capital BDC in Q2 2020 and has held it in 23 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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