First Affirmative Financial Network’s Golub Capital BDC GBDC Stock Holding History

First Affirmative Financial Network’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 Q1	$285K	Buy	+22,548	New	+$289K	0.11%	221
2025 Q3	$176K	Buy	+12,845	New	+$189K	0.08%	274
2025 Q1	–	Sell	-11,634	Closed	-$176K	–	277
2024 Q4	$176K	Sell	11,634 -521	-4%	-$7.95K	0.1%	240
2024 Q3	$184K	Buy	12,155 +1,294	+12%	+$19.5K	0.1%	258
2024 Q2	$171K	Buy	10,861 +441	+4%	+$7.24K	0.12%	234
2024 Q1	$173K	Buy	+10,420	New	+$163K	0.13%	227

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

SIS

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

First Affirmative Financial Network's GBDC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Golub Capital BDC (GBDC) in Q1 2026: 22,548 shares worth $285K. The stake represents 0.11% of the portfolio and ranks #221 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in GBDC as recently as Q3 2025.

First Affirmative Financial Network first reported a position in GBDC in Q1 2024 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

First Affirmative Financial Network held 22,548 shares of Golub Capital BDC worth $285K as of Q1 2026.
Golub Capital BDC was a new First Affirmative Financial Network position in Q1 2026.
Golub Capital BDC made up 0.11% of First Affirmative Financial Network's portfolio in Q1 2026, its #221 holding.
First Affirmative Financial Network first reported a position in Golub Capital BDC in Q1 2024 and has held it in 6 quarters since.
346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.