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Fortitude Family Office’s Golub Capital BDC GBDC Stock Holding History

Fortitude Family Office’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 		$6.83K Sell
530
-225
-30% -$2.93K ﹤0.01% 939
2026
Q1 		$9.56K Sell
755
-108
-13% -$1.39K ﹤0.01% 672
2025
Q4 		$11.7K Buy
+863
New +$11.9K ﹤0.01% 529

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

Fortitude Family Office's GBDC Position: Q2 2026 in Review

Fortitude Family Office reduced its Golub Capital BDC (GBDC) stake by 30% in Q2 2026, selling an estimated $2.93K and leaving 530 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Fortitude Family Office first reported a position in GBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Fortitude Family Office held 530 shares of Golub Capital BDC worth $6.83K as of Q2 2026.
  • Fortitude Family Office sold 225 Golub Capital BDC shares in Q2 2026, an estimated $2.93K.
  • Golub Capital BDC made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #939 holding.
  • Fortitude Family Office first reported a position in Golub Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • Fortitude Family Office's Golub Capital BDC position peaked at $11.7K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.