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Johnson Financial Group LLC (Colorado)’s Golub Capital BDC GBDC Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2025
Q4 		– Sell
-23,465
Closed -$321K – 122
2025
Q3 		$321K Buy
+23,465
New +$346K 0.03% 62

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UBP
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AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s GBDC Position: Q4 2025 in Review

Johnson Financial Group LLC (Colorado) sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 23,465 shares — an estimated $321K sold.

Johnson Financial Group LLC (Colorado) first reported a position in GBDC in Q3 2025 and held it in 1 quarter. The position peaked at $321K in Q3 2025. 354 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Johnson Financial Group LLC (Colorado) reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 23,465 Golub Capital BDC shares in Q4 2025, an estimated $321K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Golub Capital BDC in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s Golub Capital BDC position peaked at $321K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q4 2025, filed 10 Feb 2026.