Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Golub Capital BDC GBDC Stock Holding History

Kovitz Investment Group Partners’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
-201,993
Closed -$2.77M – 784
2025
Q3 		$2.77M Buy
201,993
+15,241
+8% +$224K 0.01% 575
2025
Q2 		$2.74M Buy
186,752
+121,532
+186% +$1.77M 0.01% 564
2025
Q1 		$987K Sell
65,220
-648
-1% -$9.95K 0.01% 745
2024
Q4 		$999K Sell
65,868
-16,388
-20% -$250K ﹤0.01% 720
2024
Q3 		$991K Buy
+82,256
New +$1.24M 0.01% 626

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Union Bancaire Privee
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AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's GBDC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 201,993 shares — an estimated $2.77M sold.

Kovitz Investment Group Partners first reported a position in GBDC in Q3 2024 and held it in 5 quarters. The position peaked at $2.77M in Q3 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 201,993 Golub Capital BDC shares in Q4 2025, an estimated $2.77M.
  • Kovitz Investment Group Partners first reported a position in Golub Capital BDC in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Golub Capital BDC position peaked at $2.77M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.