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Foundations Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Foundations Investment Advisors’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 		$161K Sell
12,496
-15,642
-56% -$204K ﹤0.01% 1160
2026
Q1 		$356K Buy
28,138
+11,444
+69% +$147K ﹤0.01% 844
2025
Q4 		$227K Sell
16,694
-2,681
-14% -$37.1K ﹤0.01% 1007
2025
Q3 		$265K Sell
19,375
-2,086
-10% -$30.7K ﹤0.01% 903
2025
Q2 		$314K Sell
21,461
-6,882
-24% -$100K 0.01% 723
2025
Q1 		$429K Buy
28,343
+12,079
+74% +$185K 0.01% 620
2024
Q4 		$247K Buy
16,264
+618
+4% +$9.43K ﹤0.01% 715
2024
Q3 		$236K Buy
15,646
+2,841
+22% +$42.9K 0.01% 712
2024
Q2 		$201K Buy
12,805
+1,212
+10% +$19.9K ﹤0.01% 726
2024
Q1 		$193K Buy
+11,593
New +$181K 0.01% 681
2022
Q1 		– Sell
-33,419
Closed -$530K – 354
2021
Q4 		$530K Buy
33,419
+143
+0.4% +$2.21K 0.02% 198
2021
Q3 		$532K Sell
33,276
-626
-2% -$9.83K 0.02% 171
2021
Q2 		$538K Sell
33,902
-6,260
-16% -$97.1K 0.03% 159
2021
Q1 		$612K Sell
40,162
-8,872
-18% -$130K 0.04% 123
2020
Q4 		$702K Sell
49,034
-45,943
-48% -$628K 0.05% 92
2020
Q3 		$1.31M Sell
94,977
-41,583
-30% -$519K 0.29% 54
2020
Q2 		$1.62M Sell
136,560
-40,210
-23% -$453K 0.14% 45
2020
Q1 		$2.06M Buy
176,770
+2,554
+1% +$41.8K 0.24% 19
2019
Q4 		$3.12M Buy
174,216
+34,026
+24% +$600K 0.38% 22
2019
Q3 		$2.45M Buy
140,190
+28,692
+26% +$516K 0.32% 26
2019
Q2 		$1.94M Buy
111,498
+24,800
+29% +$435K 0.29% 26
2019
Q1 		$1.52M Buy
86,698
+3,349
+4% +$59K 0.26% 25
2018
Q4 		$1.51M Buy
83,349
+13,416
+19% +$239K 0.32% 20
2018
Q3 		$1.28M Buy
69,933
+11,312
+19% +$209K 0.31% 40
2018
Q2 		$1.05M Buy
+58,621
New +$1.05M 0.28% 33

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

Foundations Investment Advisors's GBDC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Golub Capital BDC (GBDC) stake by 56% in Q2 2026, selling an estimated $204K and leaving 12,496 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Foundations Investment Advisors first reported a position in GBDC in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.12M in Q4 2019. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Foundations Investment Advisors held 12,496 shares of Golub Capital BDC worth $161K as of Q2 2026.
  • Foundations Investment Advisors sold 15,642 Golub Capital BDC shares in Q2 2026, an estimated $204K.
  • Golub Capital BDC made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1160 holding.
  • Foundations Investment Advisors first reported a position in Golub Capital BDC in Q2 2018 and has held it in 25 quarters since.
  • Foundations Investment Advisors's Golub Capital BDC position peaked at $3.12M in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.