Global Retirement Partners’s Golub Capital BDC GBDC Stock Holding History

Global Retirement Partners’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	$14.4K	Buy	+1,119	New	+$14.6K	﹤0.01%	3232
2025 Q4	$11.8K	Buy	868 +25	+3%	+$346	﹤0.01%	3093
2025 Q3	$11.5K	Buy	843 +23	+3%	+$339	﹤0.01%	2635
2025 Q2	$12K	Buy	+820	New	+$11.9K	﹤0.01%	2519
2024 Q4	$91	Hold	6	–	–	﹤0.01%	3553
2024 Q3	$91	Hold	6	–	–	﹤0.01%	3412
2024 Q2	$94	Buy	+6	New	+$99	﹤0.01%	3460
2018 Q4	–	Sell	-82	Closed	-$2K	–	1494
2018 Q3	$2K	Hold	82	–	–	﹤0.01%	1392
2018 Q2	$1K	Sell	82 -306	-79%	-$5.47K	﹤0.01%	1462
2018 Q1	$7K	Hold	388	–	–	﹤0.01%	1066
2017 Q4	$7K	Hold	388	–	–	﹤0.01%	1019
2017 Q3	$7K	Buy	388 +82	+27%	+$1.53K	﹤0.01%	929
2017 Q2	$6K	Hold	306	–	–	﹤0.01%	899
2017 Q1	$6K	Buy	+306	New	+$5.68K	﹤0.01%	869

Other funds holding GBDC

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

Global Retirement Partners's GBDC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 1,119 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #3232 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GBDC as recently as Q4 2025.

Global Retirement Partners first reported a position in GBDC in Q1 2017 and has held it in 14 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Global Retirement Partners held 1,119 shares of Golub Capital BDC worth $14.4K as of Q2 2026.
Golub Capital BDC was a new Global Retirement Partners position in Q2 2026.
Golub Capital BDC made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3232 holding.
Global Retirement Partners first reported a position in Golub Capital BDC in Q1 2017 and has held it in 14 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.