MassMutual Private Wealth & Trust’s Golub Capital BDC GBDC Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	–	Sell	-1,900	Closed	-$24.5K	–	2400
2026 Q2	$24.5K	Hold	1,900	–	–	﹤0.01%	1047
2026 Q1	$24.1K	Buy	1,900 +1,100	+138%	+$14.1K	﹤0.01%	1027
2025 Q4	$10.9K	Buy	+800	New	+$11.1K	﹤0.01%	1354
2025 Q2	–	Sell	-55	Closed	-$833	–	2402
2025 Q1	$833	Buy	+55	New	+$844	﹤0.01%	2165

Other funds holding GBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's GBDC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust sold out of Golub Capital BDC (GBDC) in Q3 2026, closing a stake of 1,900 shares — an estimated $24.5K sold.

MassMutual Private Wealth & Trust first reported a position in GBDC in Q1 2025 and held it in 4 quarters. The position peaked at $24.5K in Q2 2026. 9 funds tracked by Wall St. Rank hold GBDC as of Q3 2026.

MassMutual Private Wealth & Trust reported no remaining Golub Capital BDC position as of Q3 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,900 Golub Capital BDC shares in Q3 2026, an estimated $24.5K.
MassMutual Private Wealth & Trust first reported a position in Golub Capital BDC in Q1 2025 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Golub Capital BDC position peaked at $24.5K in Q2 2026.
9 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.