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Kathmere Capital Management’s Golub Capital BDC GBDC Stock Holding History

Kathmere Capital Management’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 		– Sell
-44,166
Closed -$559K – 696
2026
Q1 		$559K Buy
+44,166
New +$567K 0.03% 333

Other funds holding GBDC

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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

Kathmere Capital Management's GBDC Position: Q2 2026 in Review

Kathmere Capital Management sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 44,166 shares — an estimated $559K sold.

Kathmere Capital Management first reported a position in GBDC in Q1 2026 and held it in 1 quarter. The position peaked at $559K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Kathmere Capital Management reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 44,166 Golub Capital BDC shares in Q2 2026, an estimated $559K.
  • Kathmere Capital Management first reported a position in Golub Capital BDC in Q1 2026 and held it in 1 quarter.
  • Kathmere Capital Management's Golub Capital BDC position peaked at $559K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.