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HB Wealth Management’s Golub Capital BDC GBDC Stock Holding History

HB 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
2026
Q2 		$2.31M Buy
179,528
+30,187
+20% +$393K 0.01% 437
2026
Q1 		$1.89M Buy
149,341
+25,696
+21% +$330K 0.01% 445
2025
Q4 		$1.68M Sell
123,645
-125,754
-50% -$1.74M 0.01% 448
2025
Q3 		$3.41M Buy
249,399
+55,524
+29% +$818K 0.02% 310
2025
Q2 		$2.84M Sell
193,875
-57,275
-23% -$834K 0.02% 309
2025
Q1 		$3.8M Sell
251,150
-2,763
-1% -$42.4K 0.03% 268
2024
Q4 		$3.85M Buy
253,913
+17,764
+8% +$271K 0.04% 193
2024
Q3 		$3.57M Sell
236,149
-148,446
-39% -$2.24M 0.04% 196
2024
Q2 		$6.04M Buy
384,595
+258,661
+205% +$4.25M 0.07% 133
2024
Q1 		$2.09M Sell
125,934
-15,670
-11% -$245K 0.03% 235
2023
Q4 		$2.14M Buy
141,604
+36,530
+35% +$537K 0.03% 215
2023
Q3 		$1.54M Buy
105,074
+4,683
+5% +$66.4K 0.02% 245
2023
Q2 		$1.36M Buy
100,391
+16,111
+19% +$214K 0.02% 253
2023
Q1 		$1.14M Sell
84,280
-2,618
-3% -$35.3K 0.02% 267
2022
Q4 		$1.14M Sell
86,898
-173,052
-67% -$2.28M 0.02% 265
2022
Q3 		$3.22M Buy
259,950
+142,373
+121% +$1.94M 0.07% 135
2022
Q2 		$1.52M Sell
117,577
-374,030
-76% -$5.35M 0.03% 203
2022
Q1 		$7.48M Buy
491,607
+133,662
+37% +$2.07M 0.14% 76
2021
Q4 		$5.53M Buy
+357,945
New +$5.54M 0.11% 75

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

HB Wealth Management's GBDC Position: Q2 2026 in Review

HB Wealth Management increased its Golub Capital BDC (GBDC) stake by 20% in Q2 2026, buying an estimated $393K and bringing the position to 179,528 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #437.

HB Wealth Management first reported a position in GBDC in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.48M in Q1 2022. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • HB Wealth Management held 179,528 shares of Golub Capital BDC worth $2.31M as of Q2 2026.
  • HB Wealth Management bought 30,187 Golub Capital BDC shares in Q2 2026, an estimated $393K.
  • Golub Capital BDC made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #437 holding.
  • HB Wealth Management first reported a position in Golub Capital BDC in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Golub Capital BDC position peaked at $7.48M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.