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Legacy Capital Wealth Partners’s Golub Capital BDC GBDC Stock Holding History

Legacy Capital Wealth 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
2026
Q2 		$1.52M Sell
118,331
-1,361
-1% -$17.7K 0.29% 74
2026
Q1 		$1.52M Buy
119,692
+2,471
+2% +$31.7K 0.31% 62
2025
Q4 		$1.59M Buy
117,221
+10,963
+10% +$152K 0.34% 54
2025
Q3 		$1.45M Sell
106,258
-1,523
-1% -$22.4K 0.32% 56
2025
Q2 		$1.58M Sell
107,781
-3,198
-3% -$46.6K 0.36% 49
2025
Q1 		$1.68M Sell
110,979
-8,821
-7% -$135K 0.41% 39
2024
Q4 		$1.82M Sell
119,800
-83,430
-41% -$1.27M 0.45% 36
2024
Q3 		$3.07M Buy
203,230
+101,409
+100% +$1.53M 0.61% 30
2024
Q2 		$1.6M Buy
+101,821
New +$1.67M 0.41% 46
2024
Q1 		– Sell
-100,701
Closed -$1.52M – 195
2023
Q4 		$1.52M Sell
100,701
-14,947
-13% -$220K 0.43% 53
2023
Q3 		$1.7M Buy
+115,648
New +$1.64M 0.47% 40
2023
Q2 		– Sell
-105,688
Closed -$1.43M – 109
2023
Q1 		$1.43M Buy
105,688
+7,486
+8% +$101K 0.39% 45
2022
Q4 		$1.29M Buy
98,202
+13,790
+16% +$182K 0.62% 30
2022
Q3 		$1.05M Buy
84,412
+3,974
+5% +$54.1K 0.55% 31
2022
Q2 		$1.04M Buy
80,438
+1,736
+2% +$24.9K 0.52% 34
2022
Q1 		$1.2M Sell
78,702
-51
-0.1% -$790 0.51% 34
2021
Q4 		$1.22M Buy
78,753
+3,341
+4% +$51.7K 0.5% 33
2021
Q3 		$2.4M Buy
+75,412
New +$1.18M 0.94% 31

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

Legacy Capital Wealth Partners's GBDC Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Golub Capital BDC (GBDC) stake by 1.1% in Q2 2026, selling an estimated $17.7K and leaving 118,331 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #74.

Legacy Capital Wealth Partners first reported a position in GBDC in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.07M in Q3 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Legacy Capital Wealth Partners held 118,331 shares of Golub Capital BDC worth $1.52M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,361 Golub Capital BDC shares in Q2 2026, an estimated $17.7K.
  • Golub Capital BDC made up 0.29% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • Legacy Capital Wealth Partners first reported a position in Golub Capital BDC in Q3 2021 and has held it in 18 quarters since.
  • Legacy Capital Wealth Partners's Golub Capital BDC position peaked at $3.07M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.