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

Focus Partners Wealth’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 		$5.66M Buy
439,175
+30,140
+7% +$393K 0.01% 903
2026
Q1 		$5.18M Buy
409,035
+1,031
+0.3% +$13.2K 0.01% 928
2025
Q4 		$5.54M Buy
408,004
+373,395
+1,079% +$5.17M 0.01% 905
2025
Q3 		$474K Buy
34,609
+21,071
+156% +$310K ﹤0.01% 1631
2025
Q2 		$198K Sell
13,538
-19,817
-59% -$289K ﹤0.01% 1883
2025
Q1 		$505K Buy
33,355
+6,658
+25% +$102K ﹤0.01% 1340
2024
Q4 		$405K Buy
+26,697
New +$407K ﹤0.01% 1415

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

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

Focus Partners Wealth increased its Golub Capital BDC (GBDC) stake by 7.4% in Q2 2026, buying an estimated $393K and bringing the position to 439,175 shares worth $5.66M. The position accounts for 0.01% of the portfolio, ranked #903.

Focus Partners Wealth first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Focus Partners Wealth held 439,175 shares of Golub Capital BDC worth $5.66M as of Q2 2026.
  • Focus Partners Wealth bought 30,140 Golub Capital BDC shares in Q2 2026, an estimated $393K.
  • Golub Capital BDC made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #903 holding.
  • Focus Partners Wealth first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.