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Plancorp LLC’s Golub Capital BDC GBDC Stock Holding History

Plancorp LLC’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
-20,000
Closed -$254K – 433
2026
Q1 		$254K Sell
20,000
-76
-0.4% -$975 0.01% 322
2025
Q4 		$272K Hold
20,076
– – 0.01% 303
2025
Q3 		$275K Hold
20,076
– – 0.01% 310
2025
Q2 		$294K Hold
20,076
– – 0.01% 297
2025
Q1 		$304K Buy
+20,076
New +$308K 0.01% 277

Other funds holding GBDC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Plancorp LLC's GBDC Position: Q2 2026 in Review

Plancorp LLC sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 20,000 shares — an estimated $254K sold.

Plancorp LLC first reported a position in GBDC in Q1 2025 and held it in 5 quarters. The position peaked at $304K in Q1 2025. 75 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Plancorp LLC reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 20,000 Golub Capital BDC shares in Q2 2026, an estimated $254K.
  • Plancorp LLC first reported a position in Golub Capital BDC in Q1 2025 and held it in 5 quarters.
  • Plancorp LLC's Golub Capital BDC position peaked at $304K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.