OneAscent Wealth Management’s Golub Capital BDC GBDC Stock Holding History

OneAscent 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	$291K	Sell	22,594 -755	-3%	-$9.84K	0.09%	125
2026 Q1	$296K	Sell	23,349 -1,271	-5%	-$16.3K	0.1%	117
2025 Q4	$334K	Sell	24,620 -3,873	-14%	-$53.6K	0.11%	102
2025 Q3	$390K	Sell	28,493 -2,232	-7%	-$32.9K	0.13%	87
2025 Q2	$450K	Sell	30,725 -367,758	-92%	-$5.35M	0.17%	72
2025 Q1	$6.03M	Sell	398,483 -23,374	-6%	-$359K	2.62%	8
2024 Q4	$6.39M	Buy	+421,857	New	+$6.44M	2.64%	7

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Wealth Management's GBDC Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Golub Capital BDC (GBDC) stake by 3.2% in Q2 2026, selling an estimated $9.84K and leaving 22,594 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #125.

OneAscent Wealth Management first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.39M in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

OneAscent Wealth Management held 22,594 shares of Golub Capital BDC worth $291K as of Q2 2026.
OneAscent Wealth Management sold 755 Golub Capital BDC shares in Q2 2026, an estimated $9.84K.
Golub Capital BDC made up 0.09% of OneAscent Wealth Management's portfolio in Q2 2026, its #125 holding.
OneAscent Wealth Management first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
OneAscent Wealth Management's Golub Capital BDC position peaked at $6.39M in Q4 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.