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LRI Investments’s Golub Capital BDC GBDC Stock Holding History

LRI Investments’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 		$1.6M Buy
124,179
+1,605
+1% +$20.9K 0.13% 88
2026
Q1 		$1.55M Buy
122,574
+3,588
+3% +$46K 0.14% 83
2025
Q4 		$1.61M Hold
118,986
– – 0.13% 78
2025
Q3 		$1.63M Hold
118,986
– – 0.13% 75
2025
Q2 		$1.74M Hold
118,986
– – 0.15% 61
2025
Q1 		$1.8M Hold
118,986
– – 0.17% 58
2024
Q4 		$1.8M Buy
118,986
+1,981
+2% +$30.2K 0.17% 49
2024
Q3 		$1.8M Buy
+117,005
New +$1.77M 0.17% 50

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

LRI Investments's GBDC Position: Q2 2026 in Review

LRI Investments increased its Golub Capital BDC (GBDC) stake by 1.3% in Q2 2026, buying an estimated $20.9K and bringing the position to 124,179 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #88.

LRI Investments first reported a position in GBDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • LRI Investments held 124,179 shares of Golub Capital BDC worth $1.6M as of Q2 2026.
  • LRI Investments bought 1,605 Golub Capital BDC shares in Q2 2026, an estimated $20.9K.
  • Golub Capital BDC made up 0.13% of LRI Investments's portfolio in Q2 2026, its #88 holding.
  • LRI Investments first reported a position in Golub Capital BDC in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Golub Capital BDC position peaked at $1.8M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.