OFA
GBDC icon

Orographic Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Orographic Financial 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
Q2 		$1.1M Sell
84,244
-235
-0.3% -$3.06K 0.73% 44
2026
Q1 		$1.07M Buy
+84,479
New +$1.08M 0.76% 46

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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Orographic Financial Advisors's GBDC Position: Q2 2026 in Review

Orographic Financial Advisors reduced its Golub Capital BDC (GBDC) stake by 0.28% in Q2 2026, selling an estimated $3.06K and leaving 84,244 shares worth $1.1M. The position accounts for 0.73% of the portfolio, ranked #44.

Orographic Financial Advisors first reported a position in GBDC in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Orographic Financial Advisors held 84,244 shares of Golub Capital BDC worth $1.1M as of Q2 2026.
  • Orographic Financial Advisors sold 235 Golub Capital BDC shares in Q2 2026, an estimated $3.06K.
  • Golub Capital BDC made up 0.73% of Orographic Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Orographic Financial Advisors first reported a position in Golub Capital BDC in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.