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

Kingswood 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	$135K	Buy	10,482 +8	+0.1%	+$104	0.01%	969
2026 Q1	$133K	Buy	10,474 +8	+0.1%	+$103	0.01%	900
2025 Q4	$142K	Buy	10,466 +9	+0.1%	+$125	0.01%	844
2025 Q3	$143K	Buy	+10,457	New	+$154K	0.01%	775
2025 Q2	–	Sell	-15,240	Closed	-$231K	–	761
2025 Q1	$231K	Sell	15,240 -9,493	-38%	-$146K	0.02%	634
2024 Q4	$375K	Buy	+24,733	New	+$377K	0.03%	529

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

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 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

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

Kingswood Wealth Advisors increased its Golub Capital BDC (GBDC) stake by 0.08% in Q2 2026, buying an estimated $104 and bringing the position to 10,482 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #969.

Kingswood Wealth Advisors first reported a position in GBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Kingswood Wealth Advisors held 10,482 shares of Golub Capital BDC worth $135K as of Q2 2026.
Kingswood Wealth Advisors bought 8 Golub Capital BDC shares in Q2 2026, an estimated $104.
Golub Capital BDC made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #969 holding.
Kingswood Wealth Advisors first reported a position in Golub Capital BDC in Q4 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Golub Capital BDC position peaked at $375K in Q4 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.