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Independent Financial Group’s Golub Capital BDC GBDC Stock Holding History

Independent Financial Group’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 		$1.09M Sell
84,548
-18,574
-18% -$242K 0.02% 650
2026
Q1 		$1.31M Sell
103,122
-11,853
-10% -$152K 0.03% 531
2025
Q4 		$1.56M Sell
114,975
-13,389
-10% -$185K 0.03% 463
2025
Q3 		$1.76M Buy
128,364
+585
+0.5% +$8.62K 0.04% 424
2025
Q2 		$1.87M Buy
127,779
+19,514
+18% +$284K 0.05% 361
2025
Q1 		$1.64M Sell
108,265
-671
-0.6% -$10.3K 0.06% 339
2024
Q4 		$1.65M Buy
108,936
+605
+0.6% +$9.23K 0.05% 339
2024
Q3 		$1.64M Buy
108,331
+3,080
+3% +$46.5K 0.06% 319
2024
Q2 		$1.65M Buy
105,251
+6,449
+7% +$106K 0.07% 269
2024
Q1 		$1.64M Buy
98,802
+2,232
+2% +$34.9K 0.08% 257
2023
Q4 		$1.46M Buy
96,570
+49,588
+106% +$729K 0.08% 265
2023
Q3 		$689K Buy
46,982
+15,799
+51% +$224K 0.04% 410
2023
Q2 		$421K Buy
31,183
+53
+0.2% +$704 0.03% 529
2023
Q1 		$422K Buy
31,130
+8,404
+37% +$113K 0.03% 499
2022
Q4 		$299K Hold
22,726
– – 0.03% 551
2022
Q3 		$282K Buy
22,726
+3,335
+17% +$45.4K 0.03% 555
2022
Q2 		$251K Buy
19,391
+3,004
+18% +$43K 0.03% 561
2022
Q1 		$249K Sell
16,387
-1,292
-7% -$20K 0.02% 673
2021
Q4 		$273K Buy
17,679
+2,864
+19% +$44.4K 0.02% 633
2021
Q3 		$234K Hold
14,815
– – 0.02% 620
2021
Q2 		$228K Buy
14,815
+2,235
+18% +$34.7K 0.02% 622
2021
Q1 		$184K Buy
12,580
+687
+6% +$10.1K 0.02% 604
2020
Q4 		$168K Buy
+11,893
New +$163K 0.02% 530

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

Independent Financial Group's GBDC Position: Q2 2026 in Review

Independent Financial Group reduced its Golub Capital BDC (GBDC) stake by 18% in Q2 2026, selling an estimated $242K and leaving 84,548 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #650.

Independent Financial Group first reported a position in GBDC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Independent Financial Group held 84,548 shares of Golub Capital BDC worth $1.09M as of Q2 2026.
  • Independent Financial Group sold 18,574 Golub Capital BDC shares in Q2 2026, an estimated $242K.
  • Golub Capital BDC made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #650 holding.
  • Independent Financial Group first reported a position in Golub Capital BDC in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Golub Capital BDC position peaked at $1.87M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.