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Nations Financial Group’s Golub Capital BDC GBDC Stock Holding History

Nations 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
Q2 		$534K Buy
41,447
+1,785
+5% +$23.3K 0.03% 528
2026
Q1 		$502K Sell
39,662
-2,043
-5% -$26.2K 0.03% 537
2025
Q4 		$566K Sell
41,705
-618
-1% -$8.56K 0.03% 491
2025
Q3 		$579K Sell
42,323
-844
-2% -$12.4K 0.04% 454
2025
Q2 		$632K Sell
43,167
-1,027
-2% -$15K 0.04% 397
2025
Q1 		$669K Sell
44,194
-2,580
-6% -$39.6K 0.05% 361
2024
Q4 		$709K Sell
46,774
-238
-0.5% -$3.63K 0.05% 355
2024
Q3 		$710K Sell
47,012
-235
-0.5% -$3.55K 0.05% 354
2024
Q2 		$742K Buy
47,247
+210
+0.4% +$3.45K 0.06% 314
2024
Q1 		$782K Buy
47,037
+2,031
+5% +$31.7K 0.07% 305
2023
Q4 		$680K Sell
45,006
-58
-0.1% -$853 0.06% 311
2023
Q3 		$661K Sell
45,064
-287
-0.6% -$4.07K 0.07% 301
2023
Q2 		$612K Sell
45,351
-398
-0.9% -$5.28K 0.06% 335
2023
Q1 		$620K Buy
45,749
+6,456
+16% +$87K 0.07% 315
2022
Q4 		$517K Buy
+39,293
New +$518K 0.06% 346

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

Nations Financial Group's GBDC Position: Q2 2026 in Review

Nations Financial Group increased its Golub Capital BDC (GBDC) stake by 4.5% in Q2 2026, buying an estimated $23.3K and bringing the position to 41,447 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #528.

Nations Financial Group first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Nations Financial Group held 41,447 shares of Golub Capital BDC worth $534K as of Q2 2026.
  • Nations Financial Group bought 1,785 Golub Capital BDC shares in Q2 2026, an estimated $23.3K.
  • Golub Capital BDC made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #528 holding.
  • Nations Financial Group first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
  • Nations Financial Group's Golub Capital BDC position peaked at $782K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.