OFS
GBDC icon

OneAscent Financial Services’s Golub Capital BDC GBDC Stock Holding History

OneAscent Financial 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
2025
Q4 		– Sell
-13,957
Closed -$191K – 493
2025
Q3 		$191K Sell
13,957
-162,482
-92% -$2.39M 0.01% 479
2025
Q2 		$2.58M Sell
176,439
-373,922
-68% -$5.44M 0.18% 82
2025
Q1 		$8.34M Buy
550,361
+149,632
+37% +$2.3M 0.54% 41
2024
Q4 		$6.08M Buy
+400,729
New +$6.12M 0.52% 32

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneAscent Financial Services's GBDC Position: Q4 2025 in Review

OneAscent Financial Services sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 13,957 shares — an estimated $191K sold.

OneAscent Financial Services first reported a position in GBDC in Q4 2024 and held it in 4 quarters. The position peaked at $8.34M in Q1 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • OneAscent Financial Services reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 13,957 Golub Capital BDC shares in Q4 2025, an estimated $191K.
  • OneAscent Financial Services first reported a position in Golub Capital BDC in Q4 2024 and held it in 4 quarters.
  • OneAscent Financial Services's Golub Capital BDC position peaked at $8.34M in Q1 2025.
  • 355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on OneAscent Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.