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Perigon Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Perigon Wealth Management’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 		– Sell
-10,319
Closed -$131K – 1463
2026
Q1 		$131K Sell
10,319
-68
-0.7% -$872 ﹤0.01% 1249
2025
Q4 		$141K Hold
10,387
– – ﹤0.01% 1268
2025
Q3 		$142K Sell
10,387
-1,507
-13% -$22.2K ﹤0.01% 1184
2025
Q2 		$174K Buy
11,894
+983
+9% +$14.3K ﹤0.01% 1016
2025
Q1 		$165K Buy
10,911
+7
+0.1% +$107 ﹤0.01% 984
2024
Q4 		$167K Buy
10,904
+415
+4% +$6.33K ﹤0.01% 999
2024
Q3 		$158K Hold
10,489
– – ﹤0.01% 956
2024
Q2 		$165K Buy
10,489
+82
+0.8% +$1.35K ﹤0.01% 827
2024
Q1 		$173K Buy
10,407
+100
+1% +$1.56K 0.01% 817
2023
Q4 		$156K Buy
+10,307
New +$152K 0.01% 801

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

Perigon Wealth Management's GBDC Position: Q2 2026 in Review

Perigon Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 10,319 shares — an estimated $131K sold.

Perigon Wealth Management first reported a position in GBDC in Q4 2023 and held it in 10 quarters. The position peaked at $174K in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Perigon Wealth Management reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 10,319 Golub Capital BDC shares in Q2 2026, an estimated $131K.
  • Perigon Wealth Management first reported a position in Golub Capital BDC in Q4 2023 and held it in 10 quarters.
  • Perigon Wealth Management's Golub Capital BDC position peaked at $174K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.