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Invested Advisors’s Golub Capital BDC GBDC Stock Holding History

Invested 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 		$288K Buy
22,355
+428
+2% +$5.58K 0.25% 113
2026
Q1 		$278K Buy
21,927
+623
+3% +$7.99K 0.28% 101
2025
Q4 		$289K Buy
21,304
+3,032
+17% +$42K 0.3% 92
2025
Q3 		$274K Buy
+18,272
New +$269K 0.4% 74

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Invested Advisors's GBDC Position: Q2 2026 in Review

Invested Advisors increased its Golub Capital BDC (GBDC) stake by 2% in Q2 2026, buying an estimated $5.58K and bringing the position to 22,355 shares worth $288K. The position accounts for 0.25% of the portfolio, ranked #113.

Invested Advisors first reported a position in GBDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 148 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Invested Advisors held 22,355 shares of Golub Capital BDC worth $288K as of Q2 2026.
  • Invested Advisors bought 428 Golub Capital BDC shares in Q2 2026, an estimated $5.58K.
  • Golub Capital BDC made up 0.25% of Invested Advisors's portfolio in Q2 2026, its #113 holding.
  • Invested Advisors first reported a position in Golub Capital BDC in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Golub Capital BDC position peaked at $289K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.