Raymond James Financial
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Raymond James Financial’s Golub Capital BDC GBDC Stock Holding History

Raymond James Financial’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
Q1 		$5.34M Sell
421,704
-356,600
-46% -$4.57M ﹤0.01% 2536
2025
Q4 		$10.6M Sell
778,304
-11,664
-1% -$161K ﹤0.01% 1918
2025
Q3 		$10.8M Buy
789,968
+408,510
+107% +$6.02M ﹤0.01% 1863
2025
Q2 		$5.59M Buy
381,458
+459
+0.1% +$6.68K ﹤0.01% 2298
2025
Q1 		$5.77M Buy
380,999
+86,161
+29% +$1.32M ﹤0.01% 2233
2024
Q4 		$4.47M Buy
+294,838
New +$4.5M ﹤0.01% 2396

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Raymond James Financial's GBDC Position: Q1 2026 in Review

Raymond James Financial reduced its Golub Capital BDC (GBDC) stake by 46% in Q1 2026, selling an estimated $4.57M and leaving 421,704 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Raymond James Financial first reported a position in GBDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.8M in Q3 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Raymond James Financial held 421,704 shares of Golub Capital BDC worth $5.34M as of Q1 2026.
  • Raymond James Financial sold 356,600 Golub Capital BDC shares in Q1 2026, an estimated $4.57M.
  • Golub Capital BDC made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2536 holding.
  • Raymond James Financial first reported a position in Golub Capital BDC in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Golub Capital BDC position peaked at $10.8M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.