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Monument Capital Management’s Golub Capital BDC GBDC Stock Holding History

Monument Capital 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
Q2 		$497K Buy
38,583
+10,579
+38% +$138K 0.1% 164
2026
Q1 		$355K Hold
28,004
– – 0.09% 163
2025
Q4 		$380K Hold
28,004
– – 0.09% 158
2025
Q3 		$383K Buy
+28,004
New +$412K 0.1% 155

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

Monument Capital Management's GBDC Position: Q2 2026 in Review

Monument Capital Management increased its Golub Capital BDC (GBDC) stake by 38% in Q2 2026, buying an estimated $138K and bringing the position to 38,583 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #164.

Monument Capital Management first reported a position in GBDC in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Monument Capital Management held 38,583 shares of Golub Capital BDC worth $497K as of Q2 2026.
  • Monument Capital Management bought 10,579 Golub Capital BDC shares in Q2 2026, an estimated $138K.
  • Golub Capital BDC made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #164 holding.
  • Monument Capital Management first reported a position in Golub Capital BDC in Q3 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 Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.