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Steward Partners Investment Advisory’s Golub Capital BDC GBDC Stock Holding History

Steward Partners Investment Advisory’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 		$1.27M Buy
98,437
+53,234
+118% +$694K 0.01% 1144
2026
Q1 		$572K Sell
45,203
-14,806
-25% -$190K ﹤0.01% 1445
2025
Q4 		$814K Buy
60,009
+19,067
+47% +$264K ﹤0.01% 1173
2025
Q3 		$560K Buy
40,942
+4,297
+12% +$63.3K ﹤0.01% 1311
2025
Q2 		$537K Buy
36,645
+5,166
+16% +$75.2K ﹤0.01% 1267
2025
Q1 		$477K Buy
31,479
+30,779
+4,397% +$472K ﹤0.01% 1243
2024
Q4 		$10.6K Hold
700
– – ﹤0.01% 3070
2024
Q3 		$10.6K Hold
700
– – ﹤0.01% 2926
2024
Q2 		$11K Sell
700
-9,144
-93% -$150K ﹤0.01% 2779
2024
Q1 		$164K Buy
9,844
+9,144
+1,306% +$143K ﹤0.01% 1525
2023
Q4 		$10.6K Hold
700
– – ﹤0.01% 2686
2023
Q3 		$10.3K Hold
700
– – ﹤0.01% 2589
2023
Q2 		$9.45K Hold
700
– – ﹤0.01% 2585
2023
Q1 		$9.49K Sell
700
-470
-40% -$6.33K ﹤0.01% 2561
2022
Q4 		$15.4K Buy
1,170
+470
+67% +$6.2K ﹤0.01% 2366
2022
Q3 		$9K Hold
700
– – ﹤0.01% 2572
2022
Q2 		$9K Hold
700
– – ﹤0.01% 2550
2022
Q1 		$11K Hold
700
– – ﹤0.01% 2617
2021
Q4 		$11K Hold
700
– – ﹤0.01% 2559
2021
Q3 		$11K Hold
700
– – ﹤0.01% 2568
2021
Q2 		$11K Hold
700
– – ﹤0.01% 5859
2021
Q1 		$10.2K Buy
+700
New +$10.3K ﹤0.01% 2772
2018
Q4 		– Sell
-9,752
Closed -$179K – 1293
2018
Q3 		$179K Buy
9,752
+398
+4% +$7.34K 0.01% 750
2018
Q2 		$168K Buy
9,354
+434
+5% +$7.75K 0.01% 697
2018
Q1 		$156K Buy
8,920
+3,339
+60% +$59.1K 0.01% 666
2017
Q4 		$99K Buy
+5,581
New +$103K 0.01% 640

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Partners Investment Advisory's GBDC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Golub Capital BDC (GBDC) stake by 118% in Q2 2026, buying an estimated $694K and bringing the position to 98,437 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1144.

Steward Partners Investment Advisory first reported a position in GBDC in Q4 2017 and has held it in 26 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Steward Partners Investment Advisory held 98,437 shares of Golub Capital BDC worth $1.27M as of Q2 2026.
  • Steward Partners Investment Advisory bought 53,234 Golub Capital BDC shares in Q2 2026, an estimated $694K.
  • Golub Capital BDC made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1144 holding.
  • Steward Partners Investment Advisory first reported a position in Golub Capital BDC in Q4 2017 and has held it in 26 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.