Segment Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Segment 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	$393K	Buy	30,550 +3,860	+14%	+$50.3K	0.02%	245
2026 Q1	$338K	Buy	+26,690	New	+$342K	0.02%	253
2017 Q4	–	Sell	-16,862	Closed	-$311K	–	206
2017 Q3	$311K	Sell	16,862 -6,738	-29%	-$126K	0.08%	149
2017 Q2	$442K	Sell	23,600 -4,146	-15%	-$80.8K	0.12%	130
2017 Q1	$540K	Buy	27,746 +3,063	+12%	+$56.8K	0.18%	106
2016 Q4	$445K	Buy	+24,683	New	+$442K	0.16%	107

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Segment Wealth Management's GBDC Position: Q2 2026 in Review

Segment Wealth Management increased its Golub Capital BDC (GBDC) stake by 14% in Q2 2026, buying an estimated $50.3K and bringing the position to 30,550 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #245.

Segment Wealth Management first reported a position in GBDC in Q4 2016 and has held it in 6 quarters since. The position peaked at $540K in Q1 2017. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Segment Wealth Management held 30,550 shares of Golub Capital BDC worth $393K as of Q2 2026.
Segment Wealth Management bought 3,860 Golub Capital BDC shares in Q2 2026, an estimated $50.3K.
Golub Capital BDC made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #245 holding.
Segment Wealth Management first reported a position in Golub Capital BDC in Q4 2016 and has held it in 6 quarters since.
Segment Wealth Management's Golub Capital BDC position peaked at $540K in Q1 2017.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.