One Charles Private Wealth Services’s Golub Capital BDC GBDC Stock Holding History

One Charles Private Wealth Services’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	$492K	Buy	+38,163	New	+$497K	0.11%	96

Other funds holding GBDC

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $186M AUM 25.15% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

One Charles Private Wealth Services's GBDC Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 38,163 shares worth $492K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings.

37 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

One Charles Private Wealth Services held 38,163 shares of Golub Capital BDC worth $492K as of Q2 2026.
Golub Capital BDC was a new One Charles Private Wealth Services position in Q2 2026.
Golub Capital BDC made up 0.11% of One Charles Private Wealth Services's portfolio in Q2 2026, its #96 holding.
37 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.