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New World Advisors’s Golub Capital BDC GBDC Stock Holding History

New World Advisors’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 		$259K Buy
20,124
+3,512
+21% +$45.8K 0.04% 93
2026
Q1 		$210K Sell
16,612
-11,511
-41% -$148K 0.04% 77
2025
Q4 		$382K Sell
28,123
-1,640
-6% -$22.7K 0.07% 48
2025
Q3 		$407K Buy
29,763
+449
+2% +$6.61K 0.07% 42
2025
Q2 		$429K Buy
29,314
+3,831
+15% +$55.8K 0.09% 39
2025
Q1 		$386K Buy
25,483
+7,530
+42% +$116K 0.09% 49
2024
Q4 		$272K Sell
17,953
-5,454
-23% -$83.2K 0.07% 58
2024
Q3 		$354K Buy
23,407
+1,639
+8% +$24.7K 0.09% 45
2024
Q2 		$342K Buy
21,768
+3,815
+21% +$62.6K 0.1% 43
2024
Q1 		$299K Hold
17,953
– – 0.09% 53
2023
Q4 		$271K Hold
17,953
– – 0.08% 57
2023
Q3 		$263K Buy
17,953
+5,975
+50% +$84.8K 0.09% 53
2023
Q2 		$162K Buy
11,978
+24
+0.2% +$319 0.06% 61
2023
Q1 		$162K Buy
11,954
+25
+0.2% +$337 0.06% 58
2022
Q4 		$157K Buy
11,929
+23
+0.2% +$303 0.05% 66
2022
Q3 		$148K Buy
11,906
+23
+0.2% +$313 0.07% 53
2022
Q2 		$160K Buy
11,883
+121
+1% +$1.73K 0.09% 59
2022
Q1 		$180K Buy
11,762
+16
+0.1% +$248 0.09% 57
2021
Q4 		$181K Buy
11,746
+115
+1% +$1.78K 0.08% 72
2021
Q3 		$186K Buy
+11,631
New +$183K 0.09% 67
2021
Q2 		– Sell
-12,480
Closed -$182K – 100
2021
Q1 		$182K Buy
+12,480
New +$183K 0.1% 26

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

New World Advisors's GBDC Position: Q2 2026 in Review

New World Advisors increased its Golub Capital BDC (GBDC) stake by 21% in Q2 2026, buying an estimated $45.8K and bringing the position to 20,124 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #93.

New World Advisors first reported a position in GBDC in Q1 2021 and has held it in 21 quarters since. The position peaked at $429K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • New World Advisors held 20,124 shares of Golub Capital BDC worth $259K as of Q2 2026.
  • New World Advisors bought 3,512 Golub Capital BDC shares in Q2 2026, an estimated $45.8K.
  • Golub Capital BDC made up 0.04% of New World Advisors's portfolio in Q2 2026, its #93 holding.
  • New World Advisors first reported a position in Golub Capital BDC in Q1 2021 and has held it in 21 quarters since.
  • New World Advisors's Golub Capital BDC position peaked at $429K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.