MWM
GBDC icon

Mattern Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Mattern Wealth 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
Q1 		– Sell
-14,000
Closed -$190K – 161
2025
Q4 		$190K Hold
14,000
– – 0.04% 156
2025
Q3 		$192K Hold
14,000
– – 0.04% 155
2025
Q2 		$205K Hold
14,000
– – 0.04% 158
2025
Q1 		$212K Hold
14,000
– – 0.05% 162
2024
Q4 		$212K Buy
14,000
+1,000
+8% +$15.3K 0.05% 162
2024
Q3 		$196K Hold
13,000
– – 0.04% 173
2024
Q2 		$204K Hold
13,000
– – 0.05% 170
2024
Q1 		$216K Buy
13,000
+3,000
+30% +$46.9K 0.05% 170
2023
Q4 		$151K Buy
+10,000
New +$147K 0.04% 171

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Mattern Wealth Management's GBDC Position: Q1 2026 in Review

Mattern Wealth Management sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 14,000 shares — an estimated $190K sold.

Mattern Wealth Management first reported a position in GBDC in Q4 2023 and held it in 9 quarters. The position peaked at $216K in Q1 2024. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Mattern Wealth Management reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 14,000 Golub Capital BDC shares in Q1 2026, an estimated $190K.
  • Mattern Wealth Management first reported a position in Golub Capital BDC in Q4 2023 and held it in 9 quarters.
  • Mattern Wealth Management's Golub Capital BDC position peaked at $216K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.