HighTower Advisors’s Golub Capital BDC GBDC Stock Holding History

HighTower Advisors’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	$94.6M	Buy	7,345,885 +299,240	+4%	+$3.9M	0.09%	217
2026 Q1	$89.2M	Buy	7,046,645 +4,748,315	+207%	+$60.9M	0.09%	216
2025 Q4	$31.2M	Sell	2,298,330 -230,937	-9%	-$3.2M	0.03%	472
2025 Q3	$34.6M	Buy	2,529,267 +1,862,632	+279%	+$27.4M	0.04%	437
2025 Q2	$9.77M	Sell	666,635 -31,281	-4%	-$455K	0.01%	805
2025 Q1	$10.6M	Buy	697,916 +49,663	+8%	+$762K	0.01%	742
2024 Q4	$9.83M	Buy	648,253 +42,238	+7%	+$645K	0.01%	758
2024 Q3	$9.18M	Sell	606,015 -29,508	-5%	-$445K	0.01%	788
2024 Q2	$10M	Sell	635,523 -119,587	-16%	-$1.96M	0.02%	727
2024 Q1	$12.6M	Buy	755,110 +76,419	+11%	+$1.19M	0.02%	609
2023 Q4	$10.3M	Buy	678,691 +235,299	+53%	+$3.46M	0.02%	699
2023 Q3	$6.5M	Buy	443,392 +10,377	+2%	+$147K	0.01%	807
2023 Q2	$5.86M	Buy	433,015 +2,285	+0.5%	+$30.3K	0.01%	835
2023 Q1	$5.84M	Buy	430,730 +2,173	+0.5%	+$29.3K	0.01%	788
2022 Q4	$5.65M	Sell	428,557 -11,077	-3%	-$146K	0.01%	801
2022 Q3	$5.44M	Sell	439,634 -129,134	-23%	-$1.76M	0.01%	768
2022 Q2	$7.36M	Sell	568,768 -141,937	-20%	-$2.03M	0.02%	669
2022 Q1	$10.8M	Sell	710,705 -1,625,492	-70%	-$25.2M	0.02%	594
2021 Q4	$36.1M	Buy	2,336,197 +94,498	+4%	+$1.46M	0.08%	254
2021 Q3	$35.5M	Buy	2,241,699 +165,777	+8%	+$2.6M	0.09%	216
2021 Q2	$32M	Sell	2,075,922 -179,348	-8%	-$2.78M	0.09%	225
2021 Q1	$33M	Sell	2,255,270 -85,864	-4%	-$1.26M	0.1%	197
2020 Q4	$33.1M	Buy	2,341,134 +1,758,314	+302%	+$24M	0.14%	151
2020 Q3	$7.7M	Sell	582,820 -81,842	-12%	-$1.02M	0.04%	410
2020 Q2	$7.75M	Buy	664,662 +68,044	+11%	+$766K	0.04%	391
2020 Q1	$7.35M	Buy	596,618 +56,744	+11%	+$929K	0.05%	350
2019 Q4	$9.75M	Buy	539,874 +67,797	+14%	+$1.2M	0.06%	341
2019 Q3	$8.71M	Buy	472,077 +99,531	+27%	+$1.79M	0.05%	370
2019 Q2	$6.49M	Buy	372,546 +34,770	+10%	+$610K	0.04%	475
2019 Q1	$5.92M	Buy	337,776 +63,058	+23%	+$1.11M	0.04%	456
2018 Q4	$4.44M	Buy	274,718 +45,988	+20%	+$818K	0.03%	494
2018 Q3	$4.2M	Buy	228,730 +9,412	+4%	+$174K	0.03%	571
2018 Q2	$3.93M	Buy	219,318 +65,218	+42%	+$1.17M	0.03%	581
2018 Q1	$2.7M	Buy	154,100 +41,406	+37%	+$733K	0.02%	700
2017 Q4	$2.01M	Buy	112,694 +20,608	+22%	+$381K	0.02%	819
2017 Q3	$1.7M	Buy	92,086 +18,591	+25%	+$347K	0.01%	884
2017 Q2	$1.38M	Buy	73,495 +14,086	+24%	+$275K	0.01%	940
2017 Q1	$1.16M	Buy	59,409 +35,424	+148%	+$657K	0.01%	969
2016 Q4	$431K	Buy	+23,985	New	+$430K	﹤0.01%	1323
2013 Q3	–	Sell	-90,025	Closed	-$1.54M	–	1384
2013 Q2	$1.54M	Buy	+90,025	New	+$1.53M	0.04%	456

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

HighTower Advisors's GBDC Position: Q2 2026 in Review

HighTower Advisors increased its Golub Capital BDC (GBDC) stake by 4.2% in Q2 2026, buying an estimated $3.9M and bringing the position to 7,345,885 shares worth $94.6M. The position accounts for 0.09% of the portfolio, ranked #217.

HighTower Advisors first reported a position in GBDC in Q2 2013 and has held it in 40 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

HighTower Advisors held 7,345,885 shares of Golub Capital BDC worth $94.6M as of Q2 2026.
HighTower Advisors bought 299,240 Golub Capital BDC shares in Q2 2026, an estimated $3.9M.
Golub Capital BDC made up 0.09% of HighTower Advisors's portfolio in Q2 2026, its #217 holding.
HighTower Advisors first reported a position in Golub Capital BDC in Q2 2013 and has held it in 40 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.