Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Northwestern Mutual Wealth Management’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
-18
Closed -$228 – 4232
2026
Q1 		$228 Buy
+18
New +$231 ﹤0.01% 3928
2025
Q4 		– Sell
-3,160
Closed -$43.3K – 4100
2025
Q3 		$43.3K Sell
3,160
-2
-0.1% -$29 ﹤0.01% 2383
2025
Q2 		$46.3K Sell
3,162
-10,263
-76% -$149K ﹤0.01% 2292
2025
Q1 		$203K Buy
+13,425
New +$206K ﹤0.01% 1654
2024
Q3 		– Sell
-466
Closed -$7.32K – 3687
2024
Q2 		$7.32K Buy
+466
New +$7.65K ﹤0.01% 2748
2024
Q1 		– Sell
-4,030
Closed -$60.9K – 3645
2023
Q4 		$60.9K Buy
+4,030
New +$59.3K ﹤0.01% 1976
2022
Q4 		– Sell
-458
Closed -$6K – 3374
2022
Q3 		$6K Buy
+458
New +$6.23K ﹤0.01% 2635
2020
Q2 		– Sell
-74
Closed -$1K – 2495
2020
Q1 		$1K Buy
+74
New +$1.21K ﹤0.01% 2395
2019
Q3 		– Sell
-136
Closed -$2K – 2541
2019
Q2 		$2K Sell
136
-87
-39% -$1.53K ﹤0.01% 2314
2019
Q1 		$4K Buy
+223
New +$3.93K ﹤0.01% 2185
2014
Q1 		– Sell
-184
Closed -$3K – 1343
2013
Q4 		$3K Buy
+184
New +$3.2K ﹤0.01% 1165

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

Northwestern Mutual Wealth Management's GBDC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 18 shares — an estimated $228 sold.

Northwestern Mutual Wealth Management first reported a position in GBDC in Q4 2013 and held it in 11 quarters. The position peaked at $203K in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 18 Golub Capital BDC shares in Q2 2026, an estimated $228.
  • Northwestern Mutual Wealth Management first reported a position in Golub Capital BDC in Q4 2013 and held it in 11 quarters.
  • Northwestern Mutual Wealth Management's Golub Capital BDC position peaked at $203K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.