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Simon Quick Advisors’s Golub Capital BDC GBDC Stock Holding History

Simon Quick 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 		$534K Buy
41,457
+8,486
+26% +$111K 0.02% 261
2026
Q1 		$417K Sell
32,971
-14,361
-30% -$184K 0.02% 263
2025
Q4 		$642K Sell
47,332
-51,982
-52% -$720K 0.03% 231
2025
Q3 		$1.36M Buy
99,314
+17,681
+22% +$260K 0.06% 167
2025
Q2 		$1.2M Sell
81,633
-6
-0% -$87 0.06% 171
2025
Q1 		$1.24M Sell
81,639
-420
-0.5% -$6.45K 0.07% 142
2024
Q4 		$1.24M Buy
82,059
+4,684
+6% +$71.5K 0.07% 121
2024
Q3 		$1.17M Sell
77,375
-3,295
-4% -$49.7K 0.07% 125
2024
Q2 		$1.27M Buy
80,670
+54,210
+205% +$890K 0.09% 103
2024
Q1 		$440K Buy
26,460
+672
+3% +$10.5K 0.03% 225
2023
Q4 		$389K Sell
25,788
-4,543
-15% -$66.8K 0.03% 201
2023
Q3 		$445K Buy
30,331
+271
+0.9% +$3.84K 0.04% 178
2023
Q2 		$406K Buy
30,060
+509
+2% +$6.76K 0.04% 172
2023
Q1 		$401K Sell
29,551
-4,350
-13% -$58.6K 0.04% 171
2022
Q4 		$446K Sell
33,901
-1,174
-3% -$15.5K 0.05% 137
2022
Q3 		$435K Sell
35,075
-17,775
-34% -$242K 0.06% 125
2022
Q2 		$749K Sell
52,850
-12,634
-19% -$181K 0.1% 99
2022
Q1 		$996K Sell
65,484
-5,417
-8% -$83.9K 0.28% 40
2021
Q4 		$1.09M Sell
70,901
-35,848
-34% -$555K 0.29% 45
2021
Q3 		$1.69M Sell
106,749
-19,429
-15% -$305K 0.43% 32
2021
Q2 		$1.95M Sell
126,178
-70,478
-36% -$1.09M 0.51% 28
2021
Q1 		$2.88M Sell
196,656
-29,536
-13% -$434K 0.85% 20
2020
Q4 		$3.2M Buy
226,192
+15,988
+8% +$218K 0.96% 18
2020
Q3 		$2.78M Sell
210,204
-7,264
-3% -$90.7K 0.79% 23
2020
Q2 		$2.53M Buy
217,468
+47,586
+28% +$536K 0.96% 20
2020
Q1 		$2.09M Sell
169,882
-8,837
-5% -$145K 0.78% 22
2019
Q4 		$3.23M Buy
178,719
+67,545
+61% +$1.19M 1.17% 22
2019
Q3 		$2.05M Sell
111,174
-6,536
-6% -$117K 0.91% 23
2019
Q2 		$2.05M Sell
117,710
-14,197
-11% -$249K 1.04% 20
2019
Q1 		$2.31M Sell
131,907
-209,746
-61% -$3.69M 0.96% 22
2018
Q4 		$5.52M Buy
341,653
+67,965
+25% +$1.21M 2.01% 17
2018
Q3 		$5.03M Buy
273,688
+45,075
+20% +$831K 2.03% 16
2018
Q2 		$4.1M Buy
228,613
+38,241
+20% +$683K 1.74% 15
2018
Q1 		$3.34M Buy
190,372
+42,778
+29% +$758K 1.4% 15
2017
Q4 		$2.63M Buy
147,594
+126,645
+605% +$2.34M 1.17% 19
2017
Q3 		$386K Buy
20,949
+76
+0.4% +$1.42K 0.14% 70
2017
Q2 		$391K Buy
20,873
+5,277
+34% +$103K 0.22% 42
2017
Q1 		$304K Buy
15,596
+383
+3% +$7.1K 0.18% 60
2016
Q4 		$274K Buy
+15,213
New +$273K 0.2% 75

Other funds holding GBDC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Simon Quick Advisors's GBDC Position: Q2 2026 in Review

Simon Quick Advisors increased its Golub Capital BDC (GBDC) stake by 26% in Q2 2026, buying an estimated $111K and bringing the position to 41,457 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #261.

Simon Quick Advisors first reported a position in GBDC in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.52M in Q4 2018. 95 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Simon Quick Advisors held 41,457 shares of Golub Capital BDC worth $534K as of Q2 2026.
  • Simon Quick Advisors bought 8,486 Golub Capital BDC shares in Q2 2026, an estimated $111K.
  • Golub Capital BDC made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #261 holding.
  • Simon Quick Advisors first reported a position in Golub Capital BDC in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's Golub Capital BDC position peaked at $5.52M in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.