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Rothschild Investment LLC’s Golub Capital BDC GBDC Stock Holding History

Rothschild Investment 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
Q1 		– Sell
-500
Closed -$6.79K – 3639
2025
Q4 		$6.79K Hold
500
– – ﹤0.01% 1736
2025
Q3 		$6.84K Hold
500
– – ﹤0.01% 1584
2025
Q2 		$7.33K Hold
500
– – ﹤0.01% 1338
2025
Q1 		$7.57K Hold
500
– – ﹤0.01% 1263
2024
Q4 		$7.58K Hold
500
– – ﹤0.01% 1212
2024
Q3 		$7.55K Hold
500
– – ﹤0.01% 1184
2024
Q2 		$7.86K Hold
500
– – ﹤0.01% 1141
2024
Q1 		$8.31K Hold
500
– – ﹤0.01% 1075
2023
Q4 		$7.55K Buy
+500
New +$7.35K ﹤0.01% 1029

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Rothschild Investment LLC's GBDC Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 500 shares — an estimated $6.79K sold.

Rothschild Investment LLC first reported a position in GBDC in Q4 2023 and held it in 9 quarters. The position peaked at $8.31K in Q1 2024. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 500 Golub Capital BDC shares in Q1 2026, an estimated $6.79K.
  • Rothschild Investment LLC first reported a position in Golub Capital BDC in Q4 2023 and held it in 9 quarters.
  • Rothschild Investment LLC's Golub Capital BDC position peaked at $8.31K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.