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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
Q3 		$464K Sell
36,762
-1,821
-5% -$23.5K 0.1% 163
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Monument Capital Management's GBDC Position: Q3 2026 in Review

Monument Capital Management reduced its Golub Capital BDC (GBDC) stake by 4.7% in Q3 2026, selling an estimated $23.5K and leaving 36,762 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #163.

Monument Capital Management first reported a position in GBDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $497K in Q2 2026. 9 funds tracked by Wall St. Rank hold GBDC as of Q3 2026.

  • Monument Capital Management held 36,762 shares of Golub Capital BDC worth $464K as of Q3 2026.
  • Monument Capital Management sold 1,821 Golub Capital BDC shares in Q3 2026, an estimated $23.5K.
  • Golub Capital BDC made up 0.1% of Monument Capital Management's portfolio in Q3 2026, its #163 holding.
  • Monument Capital Management first reported a position in Golub Capital BDC in Q3 2025 and has held it in 5 quarters since.
  • Monument Capital Management's Golub Capital BDC position peaked at $497K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.