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Naviter Wealth’s Golub Capital BDC GBDC Stock Holding History

Naviter Wealth’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 		$3.45M Buy
267,898
+11,901
+5% +$155K 0.31% 71
2026
Q1 		$3.24M Buy
255,997
+37,534
+17% +$482K 0.4% 57
2025
Q4 		$2.96M Sell
218,463
-59,818
-21% -$828K 0.39% 60
2025
Q3 		$3.81M Sell
278,281
-1,168
-0.4% -$17.2K 0.44% 52
2025
Q2 		$4.09M Buy
279,449
+42,311
+18% +$616K 0.5% 43
2025
Q1 		$3.62M Buy
237,138
+27,412
+13% +$421K 0.44% 54
2024
Q4 		$3.18M Sell
209,726
-10,633
-5% -$162K 0.38% 63
2024
Q3 		$3.33M Buy
220,359
+46,145
+26% +$697K 0.46% 53
2024
Q2 		$2.74M Buy
174,214
+29,610
+20% +$486K 0.41% 62
2024
Q1 		$2.4M Buy
144,604
+131,036
+966% +$2.05M 0.39% 70
2023
Q4 		$205K Hold
13,568
– – 0.04% 206
2023
Q3 		$199K Sell
13,568
-1,500
-10% -$21.3K 0.05% 196
2023
Q2 		$203K Hold
15,068
– – 0.05% 214
2023
Q1 		$204K Buy
+15,068
New +$203K 0.07% 177

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

Naviter Wealth's GBDC Position: Q2 2026 in Review

Naviter Wealth increased its Golub Capital BDC (GBDC) stake by 4.6% in Q2 2026, buying an estimated $155K and bringing the position to 267,898 shares worth $3.45M. The position accounts for 0.31% of the portfolio, ranked #71.

Naviter Wealth first reported a position in GBDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.09M in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Naviter Wealth held 267,898 shares of Golub Capital BDC worth $3.45M as of Q2 2026.
  • Naviter Wealth bought 11,901 Golub Capital BDC shares in Q2 2026, an estimated $155K.
  • Golub Capital BDC made up 0.31% of Naviter Wealth's portfolio in Q2 2026, its #71 holding.
  • Naviter Wealth first reported a position in Golub Capital BDC in Q1 2023 and has held it in 14 quarters since.
  • Naviter Wealth's Golub Capital BDC position peaked at $4.09M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.