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&Partners’s Golub Capital BDC GBDC Stock Holding History

&Partners’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 		$3.83M Sell
297,235
-12,500
-4% -$163K 0.02% 701
2026
Q1 		$3.92M Sell
309,735
-12,297
-4% -$158K 0.02% 610
2025
Q4 		$4.37M Buy
322,032
+25,148
+8% +$348K 0.02% 546
2025
Q3 		$4.06M Buy
296,884
+6,482
+2% +$95.5K 0.03% 492
2025
Q2 		$4.25M Buy
290,402
+3,581
+1% +$52.1K 0.03% 407
2025
Q1 		$4.38M Buy
286,821
+22,470
+9% +$345K 0.05% 321
2024
Q4 		$4.05M Buy
264,351
+249,034
+1,626% +$3.8M 0.05% 314
2024
Q3 		$231K Buy
+15,317
New +$231K ﹤0.01% 1237

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

&Partners's GBDC Position: Q2 2026 in Review

&Partners reduced its Golub Capital BDC (GBDC) stake by 4% in Q2 2026, selling an estimated $163K and leaving 297,235 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #701.

&Partners first reported a position in GBDC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.38M in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • &Partners held 297,235 shares of Golub Capital BDC worth $3.83M as of Q2 2026.
  • &Partners sold 12,500 Golub Capital BDC shares in Q2 2026, an estimated $163K.
  • Golub Capital BDC made up 0.02% of &Partners's portfolio in Q2 2026, its #701 holding.
  • &Partners first reported a position in Golub Capital BDC in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Golub Capital BDC position peaked at $4.38M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.