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Robertson Stephens Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Robertson Stephens 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 		$3.55M Sell
275,686
-301
-0.1% -$3.92K 0.09% 157
2026
Q1 		$3.49M Buy
275,987
+4,697
+2% +$60.3K 0.1% 149
2025
Q4 		$3.68M Buy
+271,290
New +$3.76M 0.1% 148

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

Robertson Stephens Wealth Management's GBDC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Golub Capital BDC (GBDC) stake by 0.11% in Q2 2026, selling an estimated $3.92K and leaving 275,686 shares worth $3.55M. The position accounts for 0.09% of the portfolio, ranked #157.

Robertson Stephens Wealth Management first reported a position in GBDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.68M in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Robertson Stephens Wealth Management held 275,686 shares of Golub Capital BDC worth $3.55M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 301 Golub Capital BDC shares in Q2 2026, an estimated $3.92K.
  • Golub Capital BDC made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Robertson Stephens Wealth Management first reported a position in Golub Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Golub Capital BDC position peaked at $3.68M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.