Lido Advisors
GBDC icon

Lido Advisors’s Golub Capital BDC GBDC Stock Holding History

Lido 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 		$6.42M Buy
498,198
+6,318
+1% +$82.3K 0.02% 441
2026
Q1 		$6.23M Sell
491,880
-68,185
-12% -$875K 0.02% 410
2025
Q4 		$7.64M Sell
560,065
-5,968
-1% -$82.6K 0.02% 364
2025
Q3 		$7.75M Buy
566,033
+113,298
+25% +$1.67M 0.02% 347
2025
Q2 		$6.63M Buy
452,735
+182,352
+67% +$2.65M 0.03% 313
2025
Q1 		$4.09M Buy
270,383
+55,814
+26% +$857K 0.02% 388
2024
Q4 		$3.25M Buy
214,569
+76,521
+55% +$1.17M 0.01% 416
2024
Q3 		$2.09M Buy
138,048
+72,106
+109% +$1.09M 0.01% 455
2024
Q2 		$1.04M Buy
65,942
+12,959
+24% +$213K 0.01% 654
2024
Q1 		$881K Sell
52,983
-24,611
-32% -$384K 0.01% 704
2023
Q4 		$1.17M Sell
77,594
-15,518
-17% -$228K 0.01% 556
2023
Q3 		$1.37M Sell
93,112
-22,858
-20% -$324K 0.01% 460
2023
Q2 		$1.57M Sell
115,970
-18,583
-14% -$247K 0.01% 419
2023
Q1 		$1.82M Sell
134,553
-36,518
-21% -$492K 0.02% 357
2022
Q4 		$2.25M Sell
171,071
-5,461
-3% -$72K 0.03% 280
2022
Q3 		$2.19M Sell
176,532
-10,907
-6% -$148K 0.03% 252
2022
Q2 		$2.43M Buy
187,439
+32,220
+21% +$461K 0.03% 210
2022
Q1 		$2.36M Buy
155,219
+24,564
+19% +$380K 0.03% 242
2021
Q4 		$2.02M Sell
130,655
-45,139
-26% -$699K 0.02% 271
2021
Q3 		$2.78M Sell
175,794
-16,354
-9% -$257K 0.04% 223
2021
Q2 		$2.96M Buy
192,148
+174,497
+989% +$2.71M 0.04% 209
2021
Q1 		$258K Buy
17,651
+1,681
+11% +$24.7K ﹤0.01% 717
2020
Q4 		$225K Buy
15,970
+1,812
+13% +$24.8K ﹤0.01% 726
2020
Q3 		$187K Sell
14,158
-2,740
-16% -$34.2K ﹤0.01% 595
2020
Q2 		$197K Sell
16,898
-5,684
-25% -$64K 0.01% 553
2020
Q1 		$278K Buy
22,582
+6,422
+40% +$105K 0.01% 431
2019
Q4 		$292K Hold
16,160
– – 0.01% 509
2019
Q3 		$298K Hold
16,160
– – 0.02% 451
2019
Q2 		$281K Hold
16,160
– – 0.02% 436
2019
Q1 		$283K Buy
16,160
+1,063
+7% +$18.7K 0.02% 405
2018
Q4 		$243K Hold
15,097
– – 0.02% 354
2018
Q3 		$277K Hold
15,097
– – 0.03% 353
2018
Q2 		$270K Hold
15,097
– – 0.03% 331
2018
Q1 		$264K Hold
15,097
– – 0.04% 302
2017
Q4 		$269K Hold
15,097
– – 0.04% 245
2017
Q3 		$280K Sell
15,097
-275
-2% -$5.13K 0.04% 215
2017
Q2 		$288K Hold
15,372
– – 0.06% 185
2017
Q1 		$305K Buy
15,372
+275
+2% +$5.1K 0.08% 150
2016
Q4 		$272K Buy
15,097
+4,191
+38% +$75.1K 0.07% 147
2016
Q3 		$198K Hold
10,906
– – 0.06% 136
2016
Q2 		$193K Hold
10,906
– – 0.06% 143
2016
Q1 		$185K Buy
+10,906
New +$175K 0.06% 132

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

Lido Advisors's GBDC Position: Q2 2026 in Review

Lido Advisors increased its Golub Capital BDC (GBDC) stake by 1.3% in Q2 2026, buying an estimated $82.3K and bringing the position to 498,198 shares worth $6.42M. The position accounts for 0.02% of the portfolio, ranked #441.

Lido Advisors first reported a position in GBDC in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.75M in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Lido Advisors held 498,198 shares of Golub Capital BDC worth $6.42M as of Q2 2026.
  • Lido Advisors bought 6,318 Golub Capital BDC shares in Q2 2026, an estimated $82.3K.
  • Golub Capital BDC made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #441 holding.
  • Lido Advisors first reported a position in Golub Capital BDC in Q1 2016 and has held it in 42 quarters since.
  • Lido Advisors's Golub Capital BDC position peaked at $7.75M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.