Jones Financial Companies
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Jones Financial Companies’s Golub Capital BDC GBDC Stock Holding History

Jones Financial Companies’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 		$35.6K Sell
2,828
-1,600
-36% -$20.8K ﹤0.01% 3266
2026
Q1 		$54.3K Buy
+4,428
New +$56.8K ﹤0.01% 2925
2025
Q1 		– Sell
-19
Closed -$288 – 3767
2024
Q4 		$288 Buy
+19
New +$290 ﹤0.01% 3287

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies's GBDC Position: Q2 2026 in Review

Jones Financial Companies reduced its Golub Capital BDC (GBDC) stake by 36% in Q2 2026, selling an estimated $20.8K and leaving 2,828 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Jones Financial Companies first reported a position in GBDC in Q4 2024 and has held it in 3 quarters since. The position peaked at $54.3K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Jones Financial Companies held 2,828 shares of Golub Capital BDC worth $35.6K as of Q2 2026.
  • Jones Financial Companies sold 1,600 Golub Capital BDC shares in Q2 2026, an estimated $20.8K.
  • Golub Capital BDC made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3266 holding.
  • Jones Financial Companies first reported a position in Golub Capital BDC in Q4 2024 and has held it in 3 quarters since.
  • Jones Financial Companies's Golub Capital BDC position peaked at $54.3K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.