JFS Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

JFS Wealth 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	$889	Buy	+69	New	+$899	﹤0.01%	1838

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

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

JFS Wealth Advisors's GBDC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 69 shares worth $889. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings.

316 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

JFS Wealth Advisors held 69 shares of Golub Capital BDC worth $889 as of Q2 2026.
Golub Capital BDC was a new JFS Wealth Advisors position in Q2 2026.
Golub Capital BDC made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1838 holding.
316 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.