Sigma Investment Counselors’s Golub Capital BDC GBDC Stock Holding History

Sigma Investment Counselors’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	$11.9M	Sell	922,439 -13,934	-1%	-$182K	0.58%	33
2026 Q1	$11.9M	Buy	936,373 +47,189	+5%	+$605K	0.63%	34
2025 Q4	$12.1M	Buy	889,184 +34,904	+4%	+$483K	0.61%	34
2025 Q3	$11.7M	Buy	854,280 +53,365	+7%	+$786K	0.61%	35
2025 Q2	$11.7M	Buy	800,915 +78,647	+11%	+$1.14M	0.65%	35
2025 Q1	$10.9M	Buy	+722,268	New	+$11.1M	0.67%	34

Other funds holding GBDC

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Sigma Investment Counselors's GBDC Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Golub Capital BDC (GBDC) stake by 1.5% in Q2 2026, selling an estimated $182K and leaving 922,439 shares worth $11.9M. The position accounts for 0.58% of the portfolio, ranked #33.

Sigma Investment Counselors first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.1M in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Sigma Investment Counselors held 922,439 shares of Golub Capital BDC worth $11.9M as of Q2 2026.
Sigma Investment Counselors sold 13,934 Golub Capital BDC shares in Q2 2026, an estimated $182K.
Golub Capital BDC made up 0.58% of Sigma Investment Counselors's portfolio in Q2 2026, its #33 holding.
Sigma Investment Counselors first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
Sigma Investment Counselors's Golub Capital BDC position peaked at $12.1M in Q4 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.