MML Investors Services
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MML Investors Services’s Golub Capital BDC GBDC Stock Holding History

MML Investors Services’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 		$460K Buy
35,695
+5,854
+20% +$76.3K ﹤0.01% 2526
2026
Q1 		$378K Sell
29,841
-1,290
-4% -$16.5K ﹤0.01% 2403
2025
Q4 		$422K Sell
31,131
-1,201
-4% -$16.6K ﹤0.01% 2376
2025
Q3 		$443K Sell
32,332
-29
-0.1% -$427 ﹤0.01% 2257
2025
Q2 		$474K Sell
32,361
-1,526
-5% -$22.2K ﹤0.01% 2128
2025
Q1 		$513K Buy
33,887
+7,324
+28% +$112K ﹤0.01% 1969
2024
Q4 		$403K Buy
26,563
+1,532
+6% +$23.4K ﹤0.01% 2058
2024
Q3 		$378K Buy
25,031
+83
+0.3% +$1.25K ﹤0.01% 2027
2024
Q2 		$392K Buy
24,948
+907
+4% +$14.9K ﹤0.01% 1930
2024
Q1 		$400K Buy
24,041
+5,020
+26% +$78.4K ﹤0.01% 1927
2023
Q4 		$287K Buy
19,021
+1,142
+6% +$16.8K ﹤0.01% 2067
2023
Q3 		$262K Buy
17,879
+1,732
+11% +$24.6K ﹤0.01% 2006
2023
Q2 		$218K Buy
16,147
+161
+1% +$2.14K ﹤0.01% 2127
2023
Q1 		$217K Sell
15,986
-5,779
-27% -$77.9K ﹤0.01% 1866
2022
Q4 		$286K Buy
+21,765
New +$287K ﹤0.01% 1813

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

MML Investors Services's GBDC Position: Q2 2026 in Review

MML Investors Services increased its Golub Capital BDC (GBDC) stake by 20% in Q2 2026, buying an estimated $76.3K and bringing the position to 35,695 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

MML Investors Services first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $513K in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • MML Investors Services held 35,695 shares of Golub Capital BDC worth $460K as of Q2 2026.
  • MML Investors Services bought 5,854 Golub Capital BDC shares in Q2 2026, an estimated $76.3K.
  • Golub Capital BDC made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2526 holding.
  • MML Investors Services first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
  • MML Investors Services's Golub Capital BDC position peaked at $513K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.