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NerdWallet Wealth Partners’s Golub Capital BDC GBDC Stock Holding History

NerdWallet Wealth Partners’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
Q1 		– Sell
-51,760
Closed -$1.3M – 64
2025
Q4 		$1.3M Hold
51,760
– – 0.58% 22
2025
Q3 		$1.3M Buy
+51,760
New +$762K 0.64% 20

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VanEck Associates
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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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

NerdWallet Wealth Partners's GBDC Position: Q1 2026 in Review

NerdWallet Wealth Partners sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 51,760 shares — an estimated $1.3M sold.

NerdWallet Wealth Partners first reported a position in GBDC in Q3 2025 and held it in 2 quarters. The position peaked at $1.3M in Q3 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • NerdWallet Wealth Partners reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • NerdWallet Wealth Partners sold 51,760 Golub Capital BDC shares in Q1 2026, an estimated $1.3M.
  • NerdWallet Wealth Partners first reported a position in Golub Capital BDC in Q3 2025 and held it in 2 quarters.
  • NerdWallet Wealth Partners's Golub Capital BDC position peaked at $1.3M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.