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Golden State Equity Partners’s Golub Capital BDC GBDC Stock Holding History

Golden State Equity 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
Q1 		$953K Buy
75,246
+40,442
+116% +$519K 0.07% 300
2025
Q4 		$472K Buy
34,804
+240
+0.7% +$3.32K 0.08% 290
2025
Q3 		$473K Hold
34,564
– – 0.08% 266
2025
Q2 		$506K Hold
34,564
– – 0.09% 246
2025
Q1 		$523K Sell
34,564
-1,148
-3% -$17.6K 0.1% 237
2024
Q4 		$541K Buy
+35,712
New +$545K 0.1% 219
2024
Q3 		– Sell
-35,443
Closed -$557K – 848
2024
Q2 		$557K Buy
+35,443
New +$582K 0.12% 192
2023
Q4 		$547K Sell
36,228
-25
-0.1% -$368 0.13% 174
2023
Q3 		$532K Sell
36,253
-2,359
-6% -$33.5K 0.15% 160
2023
Q2 		$521K Buy
+38,612
New +$513K 0.15% 174

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

Golden State Equity Partners's GBDC Position: Q1 2026 in Review

Golden State Equity Partners increased its Golub Capital BDC (GBDC) stake by 116% in Q1 2026, buying an estimated $519K and bringing the position to 75,246 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #300.

Golden State Equity Partners first reported a position in GBDC in Q2 2023 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Golden State Equity Partners held 75,246 shares of Golub Capital BDC worth $953K as of Q1 2026.
  • Golden State Equity Partners bought 40,442 Golub Capital BDC shares in Q1 2026, an estimated $519K.
  • Golub Capital BDC made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #300 holding.
  • Golden State Equity Partners first reported a position in Golub Capital BDC in Q2 2023 and has held it in 10 quarters since.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.