LPL Financial
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LPL Financial’s Golub Capital BDC GBDC Stock Holding History

LPL Financial’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 		$4.69M Sell
363,782
-115,317
-24% -$1.5M ﹤0.01% 2860
2026
Q1 		$6.07M Sell
479,099
-66,179
-12% -$849K ﹤0.01% 2453
2025
Q4 		$7.4M Buy
545,278
+116,330
+27% +$1.61M ﹤0.01% 2197
2025
Q3 		$5.87M Buy
428,948
+6,493
+2% +$95.6K ﹤0.01% 2327
2025
Q2 		$6.19M Sell
422,455
-1,811
-0.4% -$26.4K ﹤0.01% 2142
2025
Q1 		$6.42M Buy
424,266
+58,907
+16% +$904K ﹤0.01% 1941
2024
Q4 		$5.54M Buy
365,359
+67,106
+22% +$1.02M ﹤0.01% 2000
2024
Q3 		$4.51M Sell
298,253
-194
-0.1% -$2.93K ﹤0.01% 2085
2024
Q2 		$4.69M Buy
298,447
+5,797
+2% +$95.2K ﹤0.01% 1915
2024
Q1 		$4.87M Buy
292,650
+19,056
+7% +$298K ﹤0.01% 1806
2023
Q4 		$4.13M Buy
273,594
+20,140
+8% +$296K ﹤0.01% 1812
2023
Q3 		$3.72M Buy
253,454
+7,989
+3% +$113K ﹤0.01% 1780
2023
Q2 		$3.31M Sell
245,465
-492
-0.2% -$6.53K ﹤0.01% 1842
2023
Q1 		$3.34M Buy
245,957
+12,270
+5% +$165K ﹤0.01% 1782
2022
Q4 		$3.08M Buy
233,687
+11,099
+5% +$146K ﹤0.01% 1760
2022
Q3 		$2.76M Buy
222,588
+22,078
+11% +$300K ﹤0.01% 1764
2022
Q2 		$2.6M Sell
200,510
-47,112
-19% -$674K ﹤0.01% 1827
2022
Q1 		$3.77M Buy
247,622
+5,841
+2% +$90.4K ﹤0.01% 1618
2021
Q4 		$3.73M Buy
241,781
+31,011
+15% +$480K ﹤0.01% 1643
2021
Q3 		$3.33M Buy
210,770
+132,057
+168% +$2.07M ﹤0.01% 1674
2021
Q2 		$1.21M Buy
78,713
+4,902
+7% +$76.1K ﹤0.01% 2408
2021
Q1 		$1.08M Buy
73,811
+8,292
+13% +$122K ﹤0.01% 2333
2020
Q4 		$926K Buy
65,519
+11,924
+22% +$163K ﹤0.01% 2250
2020
Q3 		$710K Buy
53,595
+16,612
+45% +$207K ﹤0.01% 2196
2020
Q2 		$431K Buy
36,983
+12,952
+54% +$146K ﹤0.01% 2526
2020
Q1 		$296K Buy
24,031
+363
+2% +$5.95K ﹤0.01% 2517
2019
Q4 		$428K Buy
23,668
+5,845
+33% +$103K ﹤0.01% 2506
2019
Q3 		$329K Buy
17,823
+116
+0.7% +$2.08K ﹤0.01% 2598
2019
Q2 		$309K Buy
17,707
+2,122
+14% +$37.2K ﹤0.01% 2678
2019
Q1 		$273K Buy
15,585
+3,138
+25% +$55.3K ﹤0.01% 2724
2018
Q4 		$201K Buy
12,447
+10
+0.1% +$178 ﹤0.01% 2805
2018
Q3 		$228K Hold
12,437
– – ﹤0.01% 2892
2018
Q2 		$223K Buy
12,437
+235
+2% +$4.2K ﹤0.01% 2899
2018
Q1 		$214K Buy
+12,202
New +$216K ﹤0.01% 2906
2017
Q3 		– Sell
-11,481
Closed -$215K – 2889
2017
Q2 		$215K Buy
11,481
+1,209
+12% +$23.6K ﹤0.01% 2533
2017
Q1 		$199K Buy
10,272
+61
+0.6% +$1.13K ﹤0.01% 2496
2016
Q4 		$184K Buy
+10,211
New +$183K ﹤0.01% 2501
2016
Q1 		– Sell
-159,019
Closed -$2.61M – 3144
2015
Q4 		$2.61M Buy
159,019
+82,141
+107% +$1.35M 0.01% 1012
2015
Q3 		$1.22M Buy
76,878
+4,483
+6% +$72.5K 0.01% 1113
2015
Q2 		$1.16M Buy
+72,395
New +$1.23M 0.01% 1252
2014
Q2 		– Sell
-11,698
Closed -$204K – 2709
2014
Q1 		$204K Sell
11,698
-4,588
-28% -$83.4K ﹤0.01% 2430
2013
Q4 		$305K Buy
+16,286
New +$283K ﹤0.01% 2104

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

LPL Financial's GBDC Position: Q2 2026 in Review

LPL Financial reduced its Golub Capital BDC (GBDC) stake by 24% in Q2 2026, selling an estimated $1.5M and leaving 363,782 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

LPL Financial first reported a position in GBDC in Q4 2013 and has held it in 42 quarters since. The position peaked at $7.4M in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • LPL Financial held 363,782 shares of Golub Capital BDC worth $4.69M as of Q2 2026.
  • LPL Financial sold 115,317 Golub Capital BDC shares in Q2 2026, an estimated $1.5M.
  • Golub Capital BDC made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2860 holding.
  • LPL Financial first reported a position in Golub Capital BDC in Q4 2013 and has held it in 42 quarters since.
  • LPL Financial's Golub Capital BDC position peaked at $7.4M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.