MFG
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Merit Financial Group’s Golub Capital BDC GBDC Stock Holding History

Merit 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
Q1 		– Sell
-160,434
Closed -$2.18M – 2149
2025
Q4 		$2.18M Hold
160,434
– – 0.02% 616
2025
Q3 		$2.2M Hold
160,434
– – 0.02% 545
2025
Q2 		$2.35M Sell
160,434
-135,272
-46% -$1.97M 0.03% 471
2025
Q1 		$4.48M Hold
295,706
– – 0.07% 243
2024
Q4 		$4.48M Hold
295,706
– – 0.08% 205
2024
Q3 		$4.47M Hold
295,706
– – 0.1% 157
2024
Q2 		$4.65M Hold
295,706
– – 0.1% 156
2024
Q1 		$4.99M Buy
+295,706
New +$4.62M 0.12% 139
2023
Q4 		– Sell
-295,706
Closed -$4.34M – 793
2023
Q3 		$4.34M Hold
295,706
– – 0.14% 114
2023
Q2 		$3.99M Buy
+295,706
New +$3.93M 0.13% 120

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

Merit Financial Group's GBDC Position: Q1 2026 in Review

Merit Financial Group sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 160,434 shares — an estimated $2.18M sold.

Merit Financial Group first reported a position in GBDC in Q2 2023 and held it in 10 quarters. The position peaked at $4.99M in Q1 2024. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Merit Financial Group reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 160,434 Golub Capital BDC shares in Q1 2026, an estimated $2.18M.
  • Merit Financial Group first reported a position in Golub Capital BDC in Q2 2023 and held it in 10 quarters.
  • Merit Financial Group's Golub Capital BDC position peaked at $4.99M in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.