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NewEdge Advisors’s Golub Capital BDC GBDC Stock Holding History

NewEdge 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 		– Sell
-3,298
Closed -$41.7K – 4272
2026
Q1 		$41.7K Sell
3,298
-15,291
-82% -$196K ﹤0.01% 2982
2025
Q4 		$252K Sell
18,589
-31,001
-63% -$429K ﹤0.01% 2437
2025
Q3 		$679K Sell
49,590
-9,604
-16% -$141K ﹤0.01% 1636
2025
Q2 		$867K Buy
59,194
+15,660
+36% +$228K ﹤0.01% 1370
2025
Q1 		$659K Buy
43,534
+7,178
+20% +$110K ﹤0.01% 1419
2024
Q4 		$551K Buy
36,356
+9,214
+34% +$141K ﹤0.01% 1491
2024
Q3 		$410K Sell
27,142
-14,537
-35% -$219K ﹤0.01% 1593
2024
Q2 		$655K Sell
41,679
-287
-0.7% -$4.71K ﹤0.01% 1261
2024
Q1 		$698K Buy
41,966
+1,775
+4% +$27.7K 0.01% 1177
2023
Q4 		$627K Sell
40,191
-2,762
-6% -$40.6K 0.01% 1165
2023
Q3 		$630K Buy
42,953
+41,113
+2,234% +$583K 0.01% 1072
2023
Q2 		$24.8K Buy
1,840
+1,020
+124% +$13.5K ﹤0.01% 2315
2023
Q1 		$11.1K Buy
820
+20
+3% +$270 ﹤0.01% 2532
2022
Q4 		$11 Buy
+800
New +$10.5K ﹤0.01% 3693

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

NewEdge Advisors's GBDC Position: Q2 2026 in Review

NewEdge Advisors sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 3,298 shares — an estimated $41.7K sold.

NewEdge Advisors first reported a position in GBDC in Q4 2022 and held it in 14 quarters. The position peaked at $867K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • NewEdge Advisors reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 3,298 Golub Capital BDC shares in Q2 2026, an estimated $41.7K.
  • NewEdge Advisors first reported a position in Golub Capital BDC in Q4 2022 and held it in 14 quarters.
  • NewEdge Advisors's Golub Capital BDC position peaked at $867K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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