MAI Capital Management’s Golub Capital BDC GBDC Stock Holding History

MAI Capital Management’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	$15.9M	Buy	1,235,407 +14,669	+1%	+$191K	0.06%	252
2026 Q1	$15.5M	Sell	1,220,738 -143,206	-10%	-$1.84M	0.09%	201
2025 Q4	$18.5M	Buy	1,363,944 +67,687	+5%	+$937K	0.11%	165
2025 Q3	$17.7M	Sell	1,296,257 -14,083	-1%	-$207K	0.11%	163
2025 Q2	$19.2M	Sell	1,310,340 -64,037	-5%	-$932K	0.13%	145
2025 Q1	$20.8M	Buy	1,374,377 +26,330	+2%	+$404K	0.16%	130
2024 Q4	$20.4M	Buy	+1,348,047	New	+$20.6M	0.15%	125

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAI Capital Management's GBDC Position: Q2 2026 in Review

MAI Capital Management increased its Golub Capital BDC (GBDC) stake by 1.2% in Q2 2026, buying an estimated $191K and bringing the position to 1,235,407 shares worth $15.9M. The position accounts for 0.06% of the portfolio, ranked #252.

MAI Capital Management first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8M in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

MAI Capital Management held 1,235,407 shares of Golub Capital BDC worth $15.9M as of Q2 2026.
MAI Capital Management bought 14,669 Golub Capital BDC shares in Q2 2026, an estimated $191K.
Golub Capital BDC made up 0.06% of MAI Capital Management's portfolio in Q2 2026, its #252 holding.
MAI Capital Management first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Golub Capital BDC position peaked at $20.8M in Q1 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.