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Oppenheimer & Co’s Golub Capital BDC GBDC Stock Holding History

Oppenheimer & Co’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 		$3.04M Buy
236,264
+10,518
+5% +$137K 0.03% 506
2026
Q1 		$2.86M Buy
225,746
+139,945
+163% +$1.8M 0.03% 479
2025
Q4 		$1.16M Buy
85,801
+46,155
+116% +$639K 0.02% 741
2025
Q3 		$543K Buy
39,646
+5,041
+15% +$74.2K 0.01% 1146
2025
Q2 		$507K Sell
34,605
-4,666
-12% -$67.9K 0.01% 1145
2025
Q1 		$595K Buy
39,271
+19,496
+99% +$299K 0.01% 1021
2024
Q4 		$300K Buy
19,775
+9,069
+85% +$138K ﹤0.01% 1266
2024
Q3 		$162K Buy
+10,706
New +$162K ﹤0.01% 1427
2024
Q2 		– Sell
-11,571
Closed -$192K – 1465
2024
Q1 		$192K Sell
11,571
-920
-7% -$14.4K ﹤0.01% 1348
2023
Q4 		$189K Buy
+12,491
New +$184K ﹤0.01% 1290
2023
Q3 		– Sell
-10,496
Closed -$142K – 1413
2023
Q2 		$142K Buy
+10,496
New +$139K ﹤0.01% 1329
2022
Q4 		– Sell
-10,118
Closed -$125K – 1386
2022
Q3 		$125K Hold
10,118
– – ﹤0.01% 1280
2022
Q2 		$131K Buy
+10,118
New +$145K ﹤0.01% 1318
2014
Q1 		– Sell
-13,375
Closed -$250K – 1429
2013
Q4 		$250K Buy
13,375
+510
+4% +$8.88K 0.01% 1104
2013
Q3 		$218K Hold
12,865
– – 0.01% 1115
2013
Q2 		$220K Buy
+12,865
New +$218K 0.01% 1061

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

Oppenheimer & Co's GBDC Position: Q2 2026 in Review

Oppenheimer & Co increased its Golub Capital BDC (GBDC) stake by 4.7% in Q2 2026, buying an estimated $137K and bringing the position to 236,264 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #506.

Oppenheimer & Co first reported a position in GBDC in Q2 2013 and has held it in 16 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Oppenheimer & Co held 236,264 shares of Golub Capital BDC worth $3.04M as of Q2 2026.
  • Oppenheimer & Co bought 10,518 Golub Capital BDC shares in Q2 2026, an estimated $137K.
  • Golub Capital BDC made up 0.03% of Oppenheimer & Co's portfolio in Q2 2026, its #506 holding.
  • Oppenheimer & Co first reported a position in Golub Capital BDC in Q2 2013 and has held it in 16 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.