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Sowell Financial Services’s Golub Capital BDC GBDC Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-10,796
Closed -$146K – 1146
2025
Q4 		$146K Buy
+10,796
New +$149K 0.01% 1060
2025
Q2 		– Sell
-14,902
Closed -$226K – 1062
2025
Q1 		$226K Buy
14,902
+848
+6% +$13K 0.01% 887
2024
Q4 		$213K Sell
14,054
-4,899
-26% -$74.8K 0.01% 502
2024
Q3 		$286K Buy
+18,953
New +$286K 0.01% 500
2024
Q2 		– Sell
-21,724
Closed -$361K – 538
2024
Q1 		$361K Buy
+21,724
New +$339K 0.02% 496
2023
Q4 		– Sell
-15,504
Closed -$227K – 553
2023
Q3 		$227K Buy
15,504
+1
+0% +$14 0.01% 489
2023
Q2 		$209K Buy
+15,503
New +$206K 0.01% 546
2022
Q1 		– Sell
-24,206
Closed -$375K – 282
2021
Q4 		$375K Buy
+24,206
New +$375K 0.02% 463
2021
Q2 		– Sell
-5,227
Closed -$81K – 1360
2021
Q1 		$81K Buy
5,227
+5,100
+4,016% +$75K ﹤0.01% 1465
2020
Q4 		$2K Hold
127
– – ﹤0.01% 2462
2020
Q3 		$2K Hold
127
– – ﹤0.01% 2217
2020
Q2 		$1K Sell
127
-3
-2% -$34 ﹤0.01% 2299
2020
Q1 		$2K Hold
130
– – ﹤0.01% 2061
2019
Q4 		$2K Hold
130
– – ﹤0.01% 2188
2019
Q3 		$2K Buy
+130
New +$2.34K ﹤0.01% 2075

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Sowell Financial Services's GBDC Position: Q1 2026 in Review

Sowell Financial Services sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 10,796 shares — an estimated $146K sold.

Sowell Financial Services first reported a position in GBDC in Q3 2019 and held it in 15 quarters. The position peaked at $375K in Q4 2021. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Sowell Financial Services reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 10,796 Golub Capital BDC shares in Q1 2026, an estimated $146K.
  • Sowell Financial Services first reported a position in Golub Capital BDC in Q3 2019 and held it in 15 quarters.
  • Sowell Financial Services's Golub Capital BDC position peaked at $375K in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.