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Holistic Planning’s Golub Capital BDC GBDC Stock Holding History

Holistic Planning’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 		$152K Buy
+11,809
New +$154K 0.02% 330

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

Holistic Planning's GBDC Position: Q2 2026 in Review

Holistic Planning opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 11,809 shares worth $152K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings.

317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Holistic Planning held 11,809 shares of Golub Capital BDC worth $152K as of Q2 2026.
  • Golub Capital BDC was a new Holistic Planning position in Q2 2026.
  • Golub Capital BDC made up 0.02% of Holistic Planning's portfolio in Q2 2026, its #330 holding.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.