Signature Wealth Management Partners’s Golub Capital BDC GBDC Stock Holding History

Signature Wealth Management Partners’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	$149K	Sell	11,582 -12,789	-52%	-$167K	0.07%	120
2026 Q1	$309K	Sell	24,371 -16,679	-41%	-$214K	0.15%	92
2025 Q4	$557K	Buy	41,050 +14,239	+53%	+$197K	0.28%	64
2025 Q3	$367K	Buy	26,811 +13,891	+108%	+$205K	0.19%	80
2025 Q2	$189K	Buy	12,920 +1,748	+16%	+$25.4K	0.11%	107
2025 Q1	$169K	Buy	+11,172	New	+$171K	0.11%	101

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

Signature Wealth Management Partners's GBDC Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Golub Capital BDC (GBDC) stake by 52% in Q2 2026, selling an estimated $167K and leaving 11,582 shares worth $149K. The position accounts for 0.07% of the portfolio, ranked #120.

Signature Wealth Management Partners first reported a position in GBDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $557K in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Signature Wealth Management Partners held 11,582 shares of Golub Capital BDC worth $149K as of Q2 2026.
Signature Wealth Management Partners sold 12,789 Golub Capital BDC shares in Q2 2026, an estimated $167K.
Golub Capital BDC made up 0.07% of Signature Wealth Management Partners's portfolio in Q2 2026, its #120 holding.
Signature Wealth Management Partners first reported a position in Golub Capital BDC in Q1 2025 and has held it in 6 quarters since.
Signature Wealth Management Partners's Golub Capital BDC position peaked at $557K in Q4 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.