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Sage Mountain Advisors’s Golub Capital BDC GBDC Stock Holding History

Sage Mountain Advisors’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 		$47.6M Buy
3,756,271
+395,339
+12% +$5.07M 3.33% 7
2025
Q4 		$45.6M Buy
3,360,932
+332,443
+11% +$4.6M 2.42% 7
2025
Q3 		$41.5M Sell
3,028,489
-4,964
-0.2% -$73.1K 2.38% 7
2025
Q2 		$44.4M Buy
3,033,453
+287,391
+10% +$4.18M 2.89% 7
2025
Q1 		$41.6M Buy
2,746,062
+236,613
+9% +$3.63M 3.06% 7
2024
Q4 		$38M Buy
2,509,449
+701,594
+39% +$10.7M 2.78% 7
2024
Q3 		$27.3M Buy
1,807,855
+138,276
+8% +$2.09M 2.33% 8
2024
Q2 		$26.2M Sell
1,669,579
-359,491
-18% -$5.9M 2.43% 8
2024
Q1 		$33.7M Sell
2,029,070
-143,652
-7% -$2.24M 3.51% 7
2023
Q4 		$32.8M Buy
2,172,722
+106,411
+5% +$1.57M 3.81% 7
2023
Q3 		$30.3M Buy
2,066,311
+88,398
+4% +$1.25M 4.17% 6
2023
Q2 		$26.7M Buy
1,977,913
+197,976
+11% +$2.63M 3.81% 6
2023
Q1 		$24.1M Buy
1,779,937
+230,453
+15% +$3.11M 3.89% 7
2022
Q4 		$20.4M Buy
1,549,484
+289,413
+23% +$3.81M 4.64% 7
2022
Q3 		$15.6M Buy
1,260,071
+168,497
+15% +$2.29M 4.15% 6
2022
Q2 		$14.1M Buy
1,091,574
+47,187
+5% +$675K 2.5% 6
2022
Q1 		$15.9M Sell
1,044,387
-624,057
-37% -$9.66M 2.48% 5
2021
Q4 		$25.8M Buy
1,668,444
+287,028
+21% +$4.45M 3.09% 5
2021
Q3 		$21.8M Buy
1,381,416
+100,502
+8% +$1.58M 3.14% 5
2021
Q2 		$19.8M Buy
1,280,914
+120,859
+10% +$1.88M 3.26% 5
2021
Q1 		$17M Buy
1,160,055
+154,572
+15% +$2.27M 3.6% 5
2020
Q4 		$14.2M Buy
+1,005,483
New +$13.7M 4.65% 5

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's GBDC Position: Q1 2026 in Review

Sage Mountain Advisors increased its Golub Capital BDC (GBDC) stake by 12% in Q1 2026, buying an estimated $5.07M and bringing the position to 3,756,271 shares worth $47.6M. The position accounts for 3.33% of the portfolio, ranked #7.

Sage Mountain Advisors first reported a position in GBDC in Q4 2020 and has held it in 22 quarters since. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Sage Mountain Advisors held 3,756,271 shares of Golub Capital BDC worth $47.6M as of Q1 2026.
  • Sage Mountain Advisors bought 395,339 Golub Capital BDC shares in Q1 2026, an estimated $5.07M.
  • Golub Capital BDC made up 3.33% of Sage Mountain Advisors's portfolio in Q1 2026, its #7 holding.
  • Sage Mountain Advisors first reported a position in Golub Capital BDC in Q4 2020 and has held it in 22 quarters since.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.