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Opal Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Opal Wealth Advisors’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
Q1 		$31.3K Buy
+2,475
New +$31.8K 0.01% 489

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Opal Wealth Advisors's GBDC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Golub Capital BDC (GBDC) in Q1 2026: 2,475 shares worth $31.3K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings.

346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Opal Wealth Advisors held 2,475 shares of Golub Capital BDC worth $31.3K as of Q1 2026.
  • Golub Capital BDC was a new Opal Wealth Advisors position in Q1 2026.
  • Golub Capital BDC made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #489 holding.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.