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First National Trust’s Golub Capital BDC GBDC Stock Holding History

First National Trust’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 		– Sell
-264,177
Closed -$3.34M – 407
2026
Q1 		$3.34M Hold
264,177
– – 0.11% 142
2025
Q4 		$3.58M Hold
264,177
– – 0.12% 143
2025
Q3 		$3.62M Hold
264,177
– – 0.12% 143
2025
Q2 		$3.87M Hold
264,177
– – 0.14% 131
2025
Q1 		$4M Hold
264,177
– – 0.16% 124
2024
Q4 		$4M Hold
264,177
– – 0.15% 126
2024
Q3 		$3.99M Buy
+264,177
New +$3.99M 0.15% 118

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

First National Trust's GBDC Position: Q2 2026 in Review

First National Trust sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 264,177 shares — an estimated $3.34M sold.

First National Trust first reported a position in GBDC in Q3 2024 and held it in 7 quarters. The position peaked at $4M in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • First National Trust reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • First National Trust sold 264,177 Golub Capital BDC shares in Q2 2026, an estimated $3.34M.
  • First National Trust first reported a position in Golub Capital BDC in Q3 2024 and held it in 7 quarters.
  • First National Trust's Golub Capital BDC position peaked at $4M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.