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Investment Research Partners’s Golub Capital BDC GBDC Stock Holding History

Investment Research Partners’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 		$527K Buy
40,918
+3,930
+11% +$51.2K 0.18% 135
2026
Q1 		$468K Buy
36,988
+2,385
+7% +$30.6K 0.19% 124
2025
Q4 		$470K Sell
34,603
-345
-1% -$4.78K 0.2% 117
2025
Q3 		$492K Buy
+34,948
New +$515K 0.22% 111

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LC
Lalia Capital New York $206M AUM
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Investment Research Partners's GBDC Position: Q2 2026 in Review

Investment Research Partners increased its Golub Capital BDC (GBDC) stake by 11% in Q2 2026, buying an estimated $51.2K and bringing the position to 40,918 shares worth $527K. The position accounts for 0.18% of the portfolio, ranked #135.

Investment Research Partners first reported a position in GBDC in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Investment Research Partners held 40,918 shares of Golub Capital BDC worth $527K as of Q2 2026.
  • Investment Research Partners bought 3,930 Golub Capital BDC shares in Q2 2026, an estimated $51.2K.
  • Golub Capital BDC made up 0.18% of Investment Research Partners's portfolio in Q2 2026, its #135 holding.
  • Investment Research Partners first reported a position in Golub Capital BDC in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.