JWA
GBDC icon

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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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.

99 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.
  • 99 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.