Klingman & Associates’s Golub Capital BDC GBDC Stock Holding History

Klingman & Associates’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	$358K	Hold	27,788	–	–	0.02%	242
2026 Q1	$352K	Hold	27,788	–	–	0.02%	239
2025 Q4	$377K	Hold	27,788	–	–	0.02%	228
2025 Q3	$380K	Hold	27,788	–	–	0.02%	225
2025 Q2	$407K	Sell	27,788 -5,750	-17%	-$83.7K	0.02%	198
2025 Q1	$508K	Hold	33,538	–	–	0.03%	156
2024 Q4	$508K	Sell	33,538 -29,000	-46%	-$443K	0.03%	148
2024 Q3	$945K	Buy	62,538 +488	+0.8%	+$7.37K	0.06%	112
2024 Q2	$975K	Hold	62,050	–	–	0.07%	99
2024 Q1	$1.03M	Buy	62,050 +6,300	+11%	+$98.4K	0.07%	100
2023 Q4	$842K	Hold	55,750	–	–	0.06%	105
2023 Q3	$818K	Hold	55,750	–	–	0.07%	99
2023 Q2	$753K	Buy	55,750 +2,450	+5%	+$32.5K	0.06%	107
2023 Q1	$723K	Buy	53,300 +3,300	+7%	+$44.5K	0.06%	100
2022 Q4	$658K	Buy	+50,000	New	+$659K	0.06%	98

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

Klingman & Associates's GBDC Position: Q2 2026 in Review

Klingman & Associates held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 27,788 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #242.

Klingman & Associates first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Klingman & Associates held 27,788 shares of Golub Capital BDC worth $358K as of Q2 2026.
Klingman & Associates left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #242 holding.
Klingman & Associates first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
Klingman & Associates's Golub Capital BDC position peaked at $1.03M in Q1 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.