Future Financial Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-2,365	Closed	-$32.4K	–	228
2025 Q3	$32.4K	Sell	2,365 -650	-22%	-$9.57K	0.02%	299
2025 Q2	$44.2K	Buy	3,015 +25	+0.8%	+$364	0.03%	261
2025 Q1	$45.3K	Buy	2,990 +1,690	+130%	+$25.9K	0.03%	251
2024 Q4	$19.7K	Hold	1,300	–	–	0.01%	323
2024 Q3	$19.6K	Buy	+1,300	New	+$19.6K	0.01%	337
2024 Q2	–	Sell	-2,300	Closed	-$38.2K	–	230
2024 Q1	$38.2K	Buy	+2,300	New	+$35.9K	0.03%	290
2022 Q2	–	Sell	-2,300	Closed	-$35K	–	245
2022 Q1	$35K	Hold	2,300	–	–	0.03%	312
2021 Q4	$35K	Buy	+2,300	New	+$35.6K	0.03%	314

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Future Financial Wealth Management's GBDC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 2,365 shares — an estimated $32.4K sold.

Future Financial Wealth Management first reported a position in GBDC in Q4 2021 and held it in 8 quarters. The position peaked at $45.3K in Q1 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

Future Financial Wealth Management reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 2,365 Golub Capital BDC shares in Q4 2025, an estimated $32.4K.
Future Financial Wealth Management first reported a position in Golub Capital BDC in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Golub Capital BDC position peaked at $45.3K in Q1 2025.
355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.