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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
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

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

MassMutual Private Wealth & Trust's GBDC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 1,900 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

MassMutual Private Wealth & Trust first reported a position in GBDC in Q1 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,900 shares of Golub Capital BDC worth $24.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1047 holding.
  • MassMutual Private Wealth & Trust first reported a position in Golub Capital BDC in Q1 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.