NW
GBDC icon

NewEdge Wealth’s Golub Capital BDC GBDC Stock Holding History

NewEdge 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 		$539K Sell
41,825
-9,277
-18% -$121K 0.01% 838
2026
Q1 		$647K Buy
51,102
+22,975
+82% +$295K 0.01% 736
2025
Q4 		$382K Buy
+28,127
New +$389K ﹤0.01% 938
2023
Q1 		– Sell
-15,214
Closed -$200K – 626
2022
Q4 		$200K Buy
+15,214
New +$201K 0.01% 519

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 Wealth's GBDC Position: Q2 2026 in Review

NewEdge Wealth reduced its Golub Capital BDC (GBDC) stake by 18% in Q2 2026, selling an estimated $121K and leaving 41,825 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #838.

NewEdge Wealth first reported a position in GBDC in Q4 2022 and has held it in 4 quarters since. The position peaked at $647K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • NewEdge Wealth held 41,825 shares of Golub Capital BDC worth $539K as of Q2 2026.
  • NewEdge Wealth sold 9,277 Golub Capital BDC shares in Q2 2026, an estimated $121K.
  • Golub Capital BDC made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #838 holding.
  • NewEdge Wealth first reported a position in Golub Capital BDC in Q4 2022 and has held it in 4 quarters since.
  • NewEdge Wealth's Golub Capital BDC position peaked at $647K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.