Steel Grove Capital Advisors’s Golub Capital BDC GBDC Stock Holding History

Steel Grove Capital 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	$157K	Hold	12,215	–	–	0.01%	216
2026 Q1	$155K	Buy	12,215 +1,800	+17%	+$23.1K	0.02%	212
2025 Q4	$141K	Sell	10,415 -156,325	-94%	-$2.16M	0.01%	196
2025 Q3	$2.44M	Hold	166,740	–	–	0.29%	37
2025 Q2	$2.44M	Buy	+166,740	New	+$2.43M	0.29%	37
2019 Q1	–	Sell	-40,048	Closed	-$647K	–	170
2018 Q4	$647K	Buy	40,048 +1,023	+3%	+$18.2K	0.09%	175
2018 Q3	$717K	Buy	+39,025	New	+$720K	0.1%	160

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

Steel Grove Capital Advisors's GBDC Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 12,215 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #216.

Steel Grove Capital Advisors first reported a position in GBDC in Q3 2018 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Steel Grove Capital Advisors held 12,215 shares of Golub Capital BDC worth $157K as of Q2 2026.
Steel Grove Capital Advisors left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.01% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #216 holding.
Steel Grove Capital Advisors first reported a position in Golub Capital BDC in Q3 2018 and has held it in 7 quarters since.
Steel Grove Capital Advisors's Golub Capital BDC position peaked at $2.44M in Q3 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.