Focused Wealth Management’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.62M | Sell |
125,391
-6,403
| -5% | -$83.4K | 0.14% | 66 |
|
|
2026
Q1 | $1.67M | Buy |
131,794
+119,849
| +1,003% | +$1.54M | 0.17% | 59 |
|
|
2025
Q4 | $162K | Buy |
11,945
+325
| +3% | +$4.5K | 0.02% | 190 |
|
|
2025
Q3 | $159K | Buy |
11,620
+310
| +3% | +$4.57K | 0.02% | 190 |
|
|
2025
Q2 | $166K | Buy |
11,310
+285
| +3% | +$4.15K | 0.02% | 179 |
|
|
2025
Q1 | $167K | Buy |
11,025
+392
| +4% | +$6.02K | 0.02% | 167 |
|
|
2024
Q4 | $161K | Buy |
10,633
+285
| +3% | +$4.35K | 0.02% | 159 |
|
|
2024
Q3 | $156K | Buy |
10,348
+254
| +3% | +$3.83K | 0.02% | 207 |
|
|
2024
Q2 | $159K | Buy |
+10,094
| New | +$166K | 0.02% | 188 |
|
|
2024
Q1 | – | Sell |
-9,406
| Closed | -$142K | – | 480 |
|
|
2023
Q4 | $142K | Hold |
9,406
| – | – | 0.02% | 165 |
|
|
2023
Q3 | $138K | Buy |
9,406
+224
| +2% | +$3.18K | 0.02% | 160 |
|
|
2023
Q2 | $124K | Buy |
9,182
+221
| +2% | +$2.93K | 0.02% | 182 |
|
|
2023
Q1 | $122K | Buy |
8,961
+252
| +3% | +$3.4K | 0.02% | 180 |
|
|
2022
Q4 | $115K | Sell |
8,709
-1,199
| -12% | -$15.8K | 0.02% | 182 |
|
|
2022
Q3 | $123K | Buy |
9,908
+224
| +2% | +$3.05K | 0.03% | 163 |
|
|
2022
Q2 | $126K | Buy |
9,684
+187
| +2% | +$2.68K | 0.02% | 167 |
|
|
2022
Q1 | $144K | Sell |
9,497
-381
| -4% | -$5.9K | 0.02% | 175 |
|
|
2021
Q4 | $153K | Buy |
9,878
+176
| +2% | +$2.73K | 0.02% | 218 |
|
|
2021
Q3 | $153K | Buy |
9,702
+175
| +2% | +$2.75K | 0.03% | 205 |
|
|
2021
Q2 | $147K | Hold |
9,527
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $139K | Buy |
9,527
+350
| +4% | +$5.14K | 0.02% | 223 |
|
|
2020
Q4 | $130K | Buy |
9,177
+181
| +2% | +$2.47K | 0.03% | 214 |
|
|
2020
Q3 | $119K | Buy |
8,996
+201
| +2% | +$2.51K | 0.03% | 218 |
|
|
2020
Q2 | $102K | Buy |
8,795
+8,591
| +4,211% | +$96.7K | 0.02% | 225 |
|
|
2020
Q1 | $3K | Hold |
204
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $4K | Hold |
204
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $4K | Hold |
204
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $4K | Hold |
204
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $4K | Hold |
204
| – | – | ﹤0.01% | 569 |
|
|
2018
Q4 | $3K | Hold |
204
| – | – | ﹤0.01% | 584 |
|
|
2018
Q3 | $4K | Buy |
+204
| New | +$3.76K | ﹤0.01% | 547 |
|
|
2017
Q4 | – | Sell |
-1,021
| Closed | -$19K | – | 705 |
|
|
2017
Q3 | $19K | Hold |
1,021
| – | – | 0.01% | 345 |
|
|
2017
Q2 | $19K | Hold |
1,021
| – | – | 0.01% | 383 |
|
|
2017
Q1 | $20K | Hold |
1,021
| – | – | 0.01% | 374 |
|
|
2016
Q4 | $18K | Hold |
1,021
| – | – | 0.01% | 393 |
|
|
2016
Q3 | $19K | Hold |
1,021
| – | – | 0.01% | 370 |
|
|
2016
Q2 | $18K | Hold |
1,021
| – | – | 0.01% | 364 |
|
|
2016
Q1 | $17K | Buy |
+1,021
| New | +$16.4K | 0.01% | 323 |
|
|
2014
Q1 | – | Sell |
-230
| Closed | -$4K | – | 638 |
|
|
2013
Q4 | $4K | Hold |
230
| – | – | ﹤0.01% | 501 |
|
|
2013
Q3 | $4K | Buy |
+230
| New | +$3.97K | ﹤0.01% | 470 |
|
Other funds holding GBDC
SO
SIS
SMA
OAC
Focused Wealth Management's GBDC Position: Q2 2026 in Review
Focused Wealth Management reduced its Golub Capital BDC (GBDC) stake by 4.9% in Q2 2026, selling an estimated $83.4K and leaving 125,391 shares worth $1.62M. The position accounts for 0.14% of the portfolio, ranked #66.
Focused Wealth Management first reported a position in GBDC in Q3 2013 and has held it in 40 quarters since. The position peaked at $1.67M in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.
- Focused Wealth Management held 125,391 shares of Golub Capital BDC worth $1.62M as of Q2 2026.
- Focused Wealth Management sold 6,403 Golub Capital BDC shares in Q2 2026, an estimated $83.4K.
- Golub Capital BDC made up 0.14% of Focused Wealth Management's portfolio in Q2 2026, its #66 holding.
- Focused Wealth Management first reported a position in Golub Capital BDC in Q3 2013 and has held it in 40 quarters since.
- Focused Wealth Management's Golub Capital BDC position peaked at $1.67M in Q1 2026.
- 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.