Family Wealth Partners’s Golub Capital BDC GBDC Stock Holding History

Family Wealth Partners’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	$1.03M	Buy	79,906 +6,933	+10%	+$90.3K	0.32%	41
2026 Q1	$924K	Buy	72,973 +18,419	+34%	+$236K	0.32%	41
2025 Q4	$740K	Buy	54,554 +1,688	+3%	+$23.4K	0.27%	45
2025 Q3	$724K	Buy	52,866 +17,510	+50%	+$258K	0.27%	42
2025 Q2	$518K	Buy	35,356 +16,046	+83%	+$234K	0.21%	41
2025 Q1	$292K	Buy	+19,310	New	+$296K	0.13%	42

Other funds holding GBDC

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Family Wealth Partners's GBDC Position: Q2 2026 in Review

Family Wealth Partners increased its Golub Capital BDC (GBDC) stake by 9.5% in Q2 2026, buying an estimated $90.3K and bringing the position to 79,906 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #41.

Family Wealth Partners first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Family Wealth Partners held 79,906 shares of Golub Capital BDC worth $1.03M as of Q2 2026.
Family Wealth Partners bought 6,933 Golub Capital BDC shares in Q2 2026, an estimated $90.3K.
Golub Capital BDC made up 0.32% of Family Wealth Partners's portfolio in Q2 2026, its #41 holding.
Family Wealth Partners first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.