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Farther Finance Advisors’s Golub Capital BDC GBDC Stock Holding History

Farther Finance 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 		$43.4K Sell
3,372
-1,342
-28% -$17.5K ﹤0.01% 3354
2026
Q1 		$58.9K Sell
4,714
-230
-5% -$2.95K ﹤0.01% 2879
2025
Q4 		$67.1K Sell
4,944
-777
-14% -$10.8K ﹤0.01% 2611
2025
Q3 		$78.3K Buy
+5,721
New +$84.2K ﹤0.01% 2176

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

Farther Finance Advisors's GBDC Position: Q2 2026 in Review

Farther Finance Advisors reduced its Golub Capital BDC (GBDC) stake by 28% in Q2 2026, selling an estimated $17.5K and leaving 3,372 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Farther Finance Advisors first reported a position in GBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $78.3K in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Farther Finance Advisors held 3,372 shares of Golub Capital BDC worth $43.4K as of Q2 2026.
  • Farther Finance Advisors sold 1,342 Golub Capital BDC shares in Q2 2026, an estimated $17.5K.
  • Golub Capital BDC made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3354 holding.
  • Farther Finance Advisors first reported a position in Golub Capital BDC in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Golub Capital BDC position peaked at $78.3K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.