Fidelity Investments’s Golub Capital BDC GBDC Stock Holding History

Fidelity Investments’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	$3.77K	Buy	293 +256	+692%	+$3.34K	﹤0.01%	5069
2026 Q1	$468	Sell	37 -160	-81%	-$2.05K	﹤0.01%	5169
2025 Q4	$2.67K	Sell	197 -172	-47%	-$2.38K	﹤0.01%	4985
2025 Q3	$5.05K	Sell	369 -76	-17%	-$1.12K	﹤0.01%	4782
2025 Q2	$6.52K	Buy	445 +344	+341%	+$5.01K	﹤0.01%	4645
2025 Q1	$1.53K	Buy	+101	New	+$1.55K	﹤0.01%	4919
2024 Q4	–	Sell	-1	Closed	-$15	–	5654
2024 Q3	$15	Sell	1 -2	-67%	-$30	﹤0.01%	5391
2024 Q2	$47	Buy	3 +1	+50%	+$16	﹤0.01%	5066
2024 Q1	$33	Buy	+2	New	+$31	﹤0.01%	5094
2023 Q4	–	Sell	-1	Closed	-$15	–	5514
2023 Q3	$15	Hold	1	–	–	﹤0.01%	5131
2023 Q2	$14	Buy	+1	New	+$13	﹤0.01%	5232
2023 Q1	–	Sell	-1	Closed	-$13	–	5383
2022 Q4	$13	Buy	+1	New	+$13	﹤0.01%	5199
2022 Q1	–	Sell	-2	Closed	–	–	5163
2021 Q4	$0	Buy	+2	New	+$31	﹤0.01%	4568
2021 Q1	–	Sell	-1	Closed	–	–	4184
2020 Q4	$0	Buy	+1	New	+$14	﹤0.01%	4005
2020 Q2	–	Sell	-783	Closed	-$10K	–	3803
2020 Q1	$10K	Buy	783 +19	+2%	+$311	﹤0.01%	3112
2019 Q4	$14K	Buy	+764	New	+$13.5K	﹤0.01%	3194
2019 Q2	–	Sell	-3	Closed	–	–	3891
2019 Q1	$0	Sell	3 -363	-99%	-$6.39K	﹤0.01%	3818
2018 Q4	$6K	Buy	+366	New	+$6.51K	﹤0.01%	3143

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

Fidelity Investments's GBDC Position: Q2 2026 in Review

Fidelity Investments increased its Golub Capital BDC (GBDC) stake by 692% in Q2 2026, buying an estimated $3.34K and bringing the position to 293 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #5069.

Fidelity Investments first reported a position in GBDC in Q4 2018 and has held it in 18 quarters since. The position peaked at $14K in Q4 2019. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Fidelity Investments held 293 shares of Golub Capital BDC worth $3.77K as of Q2 2026.
Fidelity Investments bought 256 Golub Capital BDC shares in Q2 2026, an estimated $3.34K.
Golub Capital BDC made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5069 holding.
Fidelity Investments first reported a position in Golub Capital BDC in Q4 2018 and has held it in 18 quarters since.
Fidelity Investments's Golub Capital BDC position peaked at $14K in Q4 2019.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.