Magnus Financial Group’s Golub Capital BDC GBDC Stock Holding History

Magnus Financial Group’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	$266K	Buy	20,615 +150	+0.7%	+$1.96K	0.02%	332
2026 Q1	$259K	Sell	20,465 -11,901	-37%	-$153K	0.02%	319
2025 Q4	$439K	Sell	32,366 -4,040	-11%	-$55.9K	0.03%	278
2025 Q3	$498K	Buy	+36,406	New	+$536K	0.04%	258
2020 Q1	–	Sell	-13,273	Closed	-$240K	–	603
2019 Q4	$240K	Hold	13,273	–	–	0.03%	403
2019 Q3	$245K	Hold	13,273	–	–	0.05%	354
2019 Q2	$231K	Sell	13,273 -7,658	-37%	-$134K	0.04%	376
2019 Q1	$367K	Buy	20,931 +3,063	+17%	+$53.9K	0.07%	168
2018 Q4	$289K	Buy	+17,868	New	+$318K	0.08%	194

Other funds holding GBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Magnus Financial Group's GBDC Position: Q2 2026 in Review

Magnus Financial Group increased its Golub Capital BDC (GBDC) stake by 0.73% in Q2 2026, buying an estimated $1.96K and bringing the position to 20,615 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #332.

Magnus Financial Group first reported a position in GBDC in Q4 2018 and has held it in 9 quarters since. The position peaked at $498K in Q3 2025. 75 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Magnus Financial Group held 20,615 shares of Golub Capital BDC worth $266K as of Q2 2026.
Magnus Financial Group bought 150 Golub Capital BDC shares in Q2 2026, an estimated $1.96K.
Golub Capital BDC made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #332 holding.
Magnus Financial Group first reported a position in Golub Capital BDC in Q4 2018 and has held it in 9 quarters since.
Magnus Financial Group's Golub Capital BDC position peaked at $498K in Q3 2025.
75 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.