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IFP Advisors’s Golub Capital BDC GBDC Stock Holding History

IFP 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 		$42.6K Buy
3,307
+144
+5% +$1.88K ﹤0.01% 2501
2026
Q1 		$40K Buy
3,163
+334
+12% +$4.29K ﹤0.01% 2377
2025
Q4 		$38.4K Hold
2,829
– – ﹤0.01% 2342
2025
Q3 		$38.7K Hold
2,829
– – ﹤0.01% 2205
2025
Q2 		$41.4K Buy
2,829
+36
+1% +$524 ﹤0.01% 2148
2025
Q1 		$42.3K Sell
2,793
-2,097
-43% -$32.2K ﹤0.01% 1968
2024
Q4 		$74.1K Buy
4,890
+516
+12% +$7.87K ﹤0.01% 1628
2024
Q3 		$66.1K Sell
4,374
-7,718
-64% -$117K ﹤0.01% 1599
2024
Q2 		$190K Buy
12,092
+11,005
+1,012% +$181K 0.01% 1071
2024
Q1 		$18.1K Hold
1,087
– – ﹤0.01% 2014
2023
Q4 		$16.4K Sell
1,087
-67
-6% -$985 ﹤0.01% 1994
2023
Q3 		$16.9K Sell
1,154
-60
-5% -$851 ﹤0.01% 2016
2023
Q2 		$16.4K Buy
1,214
+872
+255% +$11.6K ﹤0.01% 2106
2023
Q1 		$6.34K Sell
342
-1,875
-85% -$25.3K ﹤0.01% 2477
2022
Q4 		$41K Sell
2,217
-177
-7% -$2.33K ﹤0.01% 2368
2022
Q3 		$45K Buy
2,394
+170
+8% +$2.31K ﹤0.01% 2443
2022
Q2 		$42K Hold
2,224
– – ﹤0.01% 2281
2022
Q1 		$42K Buy
+2,224
New +$34.4K ﹤0.01% 2281
2019
Q1 		– Sell
-511
Closed -$8K – 2741
2018
Q4 		$8K Hold
511
– – ﹤0.01% 2611
2018
Q3 		$9K Hold
511
– – ﹤0.01% 2902
2018
Q2 		$9K Hold
511
– – ﹤0.01% 2957
2018
Q1 		$9K Hold
511
– – ﹤0.01% 2841
2017
Q4 		$9K Sell
511
-306
-37% -$5.66K ﹤0.01% 2886
2017
Q3 		$15K Hold
817
– – ﹤0.01% 2785
2017
Q2 		$15K Hold
817
– – ﹤0.01% 2749
2017
Q1 		$16K Hold
817
– – ﹤0.01% 2639
2016
Q4 		$15K Hold
817
– – ﹤0.01% 2654
2016
Q3 		$15K Hold
817
– – ﹤0.01% 2587
2016
Q2 		$14K Buy
+817
New +$13.9K ﹤0.01% 2576
2016
Q1 		– Sell
-511
Closed -$8K – 2758
2015
Q4 		$8K Buy
+511
New +$8.4K ﹤0.01% 2689

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

IFP Advisors's GBDC Position: Q2 2026 in Review

IFP Advisors increased its Golub Capital BDC (GBDC) stake by 4.6% in Q2 2026, buying an estimated $1.88K and bringing the position to 3,307 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

IFP Advisors first reported a position in GBDC in Q4 2015 and has held it in 30 quarters since. The position peaked at $190K in Q2 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • IFP Advisors held 3,307 shares of Golub Capital BDC worth $42.6K as of Q2 2026.
  • IFP Advisors bought 144 Golub Capital BDC shares in Q2 2026, an estimated $1.88K.
  • Golub Capital BDC made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2501 holding.
  • IFP Advisors first reported a position in Golub Capital BDC in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's Golub Capital BDC position peaked at $190K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.