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GoalVest Advisory’s Golub Capital BDC GBDC Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-392
Closed -$5.32K – 491
2025
Q4 		$5.32K Hold
392
– – ﹤0.01% 470
2025
Q3 		$5.37K Buy
+392
New +$5.77K ﹤0.01% 359

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

GoalVest Advisory's GBDC Position: Q1 2026 in Review

GoalVest Advisory sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 392 shares — an estimated $5.32K sold.

GoalVest Advisory first reported a position in GBDC in Q3 2025 and held it in 2 quarters. The position peaked at $5.37K in Q3 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • GoalVest Advisory reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 392 Golub Capital BDC shares in Q1 2026, an estimated $5.32K.
  • GoalVest Advisory first reported a position in Golub Capital BDC in Q3 2025 and held it in 2 quarters.
  • GoalVest Advisory's Golub Capital BDC position peaked at $5.37K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.