Independent Family Office’s Golub Capital BDC GBDC Stock Holding History

Independent Family Office’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	$1.53M	Hold	119,013	–	–	0.62%	26
2026 Q1	$1.51M	Buy	+119,013	New	+$1.53M	0.62%	27
2024 Q2	–	Sell	-95,500	Closed	-$1.59M	–	72
2024 Q1	$1.59M	Hold	95,500	–	–	0.85%	24
2023 Q4	$1.44M	Hold	95,500	–	–	0.82%	27
2023 Q3	$1.4M	Hold	95,500	–	–	0.88%	28
2023 Q2	$1.29M	Hold	95,500	–	–	0.78%	28
2023 Q1	$1.29M	Hold	95,500	–	–	0.75%	28
2022 Q4	$1.26M	Hold	95,500	–	–	0.76%	29
2022 Q3	$1.18M	Hold	95,500	–	–	0.58%	29
2022 Q2	$1.24M	Hold	95,500	–	–	0.61%	24
2022 Q1	$1.45M	Hold	95,500	–	–	0.48%	22
2021 Q4	$1.48M	Buy	+95,500	New	+$1.48M	0.56%	18

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Independent Family Office's GBDC Position: Q2 2026 in Review

Independent Family Office held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 119,013 shares worth $1.53M. The position accounts for 0.62% of the portfolio, ranked #26.

Independent Family Office first reported a position in GBDC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.59M in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Independent Family Office held 119,013 shares of Golub Capital BDC worth $1.53M as of Q2 2026.
Independent Family Office left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.62% of Independent Family Office's portfolio in Q2 2026, its #26 holding.
Independent Family Office first reported a position in Golub Capital BDC in Q4 2021 and has held it in 12 quarters since.
Independent Family Office's Golub Capital BDC position peaked at $1.59M in Q1 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.