Sequoia Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Sequoia Financial 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 Q2	$294K	Buy	+22,843	New	+$298K	﹤0.01%	1687

Other funds holding GBDC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Sequoia Financial Advisors's GBDC Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 22,843 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings.

67 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Sequoia Financial Advisors held 22,843 shares of Golub Capital BDC worth $294K as of Q2 2026.
Golub Capital BDC was a new Sequoia Financial Advisors position in Q2 2026.
Golub Capital BDC made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1687 holding.
67 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.