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Pasadena Private Wealth’s Golub Capital BDC GBDC Stock Holding History

Pasadena Private Wealth’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 		$711K Buy
55,213
+20,000
+57% +$261K 0.09% 115
2026
Q1 		$446K Sell
35,213
-200
-0.6% -$2.57K 0.06% 136
2025
Q4 		$481K Sell
35,413
-2,400
-6% -$33.2K 0.07% 127
2025
Q3 		$518K Sell
37,813
-287
-0.8% -$4.23K 0.07% 112
2025
Q2 		$558K Buy
38,100
+2,100
+6% +$30.6K 0.1% 100
2025
Q1 		$545K Buy
+36,000
New +$552K 0.11% 95

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

Pasadena Private Wealth's GBDC Position: Q2 2026 in Review

Pasadena Private Wealth increased its Golub Capital BDC (GBDC) stake by 57% in Q2 2026, buying an estimated $261K and bringing the position to 55,213 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #115.

Pasadena Private Wealth first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Pasadena Private Wealth held 55,213 shares of Golub Capital BDC worth $711K as of Q2 2026.
  • Pasadena Private Wealth bought 20,000 Golub Capital BDC shares in Q2 2026, an estimated $261K.
  • Golub Capital BDC made up 0.09% of Pasadena Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Pasadena Private Wealth first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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