Stifel Financial
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Stifel Financial’s Golub Capital BDC GBDC Stock Holding History

Stifel Financial’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 		$4.03M Buy
312,605
+8,192
+3% +$107K ﹤0.01% 1550
2026
Q1 		$3.85M Sell
304,413
-147,099
-33% -$1.89M ﹤0.01% 1515
2025
Q4 		$6.13M Sell
451,512
-82,289
-15% -$1.14M 0.01% 1215
2025
Q3 		$7.31M Buy
533,801
+68,919
+15% +$1.01M 0.01% 1099
2025
Q2 		$6.81M Buy
464,882
+4,012
+0.9% +$58.4K 0.01% 1085
2025
Q1 		$6.98M Sell
460,870
-39,376
-8% -$604K 0.01% 1012
2024
Q4 		$7.58M Buy
500,246
+99,755
+25% +$1.52M 0.01% 982
2024
Q3 		$6.05M Buy
400,491
+92,712
+30% +$1.4M 0.01% 1100
2024
Q2 		$4.84M Buy
307,779
+53,667
+21% +$881K 0.01% 1160
2024
Q1 		$4.23M Buy
254,112
+45,101
+22% +$705K ﹤0.01% 1241
2023
Q4 		$3.16M Buy
209,011
+41,923
+25% +$617K ﹤0.01% 1370
2023
Q3 		$2.45M Buy
167,088
+24,513
+17% +$348K ﹤0.01% 1453
2023
Q2 		$1.92M Buy
142,575
+13,672
+11% +$181K ﹤0.01% 1654
2023
Q1 		$1.75M Buy
128,903
+51,421
+66% +$693K ﹤0.01% 1665
2022
Q4 		$1.02M Buy
77,482
+728
+0.9% +$9.6K ﹤0.01% 1993
2022
Q3 		$951K Sell
76,754
-8,547
-10% -$116K ﹤0.01% 1999
2022
Q2 		$1.11M Buy
85,301
+1,211
+1% +$17.3K ﹤0.01% 1921
2022
Q1 		$1.28M Buy
84,090
+9,404
+13% +$146K ﹤0.01% 1935
2021
Q4 		$1.15M Buy
74,686
+12,047
+19% +$187K ﹤0.01% 2024
2021
Q3 		$990K Buy
62,639
+3,204
+5% +$50.3K ﹤0.01% 2113
2021
Q2 		$916K Buy
59,435
+12,410
+26% +$193K ﹤0.01% 2169
2021
Q1 		$688K Buy
47,025
+15,316
+48% +$225K ﹤0.01% 2272
2020
Q4 		$448K Sell
31,709
-5,941
-16% -$81.2K ﹤0.01% 2389
2020
Q3 		$498K Sell
37,650
-4,656
-11% -$58.1K ﹤0.01% 2097
2020
Q2 		$493K Buy
42,306
+25
+0.1% +$281 ﹤0.01% 2049
2020
Q1 		$516K Sell
42,281
-5,649
-12% -$92.5K ﹤0.01% 1853
2019
Q4 		$866K Buy
47,930
+17,331
+57% +$306K ﹤0.01% 1931
2019
Q3 		$565K Buy
30,599
+1,295
+4% +$23.3K ﹤0.01% 2103
2019
Q2 		$513K Buy
29,304
+3,342
+13% +$58.6K ﹤0.01% 2187
2019
Q1 		$457K Buy
25,962
+1,918
+8% +$33.8K ﹤0.01% 2115
2018
Q4 		$387K Buy
24,044
+3,001
+14% +$53.4K ﹤0.01% 2094
2018
Q3 		$389K Buy
21,043
+2,997
+17% +$55.3K ﹤0.01% 2210
2018
Q2 		$325K Sell
18,046
-2,246
-11% -$40.1K ﹤0.01% 2247
2018
Q1 		$357K Sell
20,292
-6,892
-25% -$122K ﹤0.01% 2151
2017
Q4 		$481K Sell
27,184
-3,595
-12% -$66.5K ﹤0.01% 1932
2017
Q3 		$570K Sell
30,779
-591
-2% -$11K ﹤0.01% 1806
2017
Q2 		$586K Sell
31,370
-2,854
-8% -$55.6K ﹤0.01% 1774
2017
Q1 		$664K Sell
34,224
-1,526
-4% -$28.3K ﹤0.01% 1659
2016
Q4 		$648K Sell
35,750
-3,437
-9% -$61.6K ﹤0.01% 1632
2016
Q3 		$715K Sell
39,187
-9,521
-20% -$174K ﹤0.01% 1515
2016
Q2 		$863K Buy
48,708
+2,075
+4% +$35.2K ﹤0.01% 1430
2016
Q1 		$791K Sell
46,633
-5,663
-11% -$90.7K ﹤0.01% 1344
2015
Q4 		$852K Sell
52,296
-14,835
-22% -$244K ﹤0.01% 1389
2015
Q3 		$1.05M Sell
67,131
-3,004
-4% -$48.6K 0.01% 1201
2015
Q2 		$1.14M Sell
70,135
-21,411
-23% -$363K 0.01% 1295
2015
Q1 		$1.57M Sell
91,546
-276
-0.3% -$4.78K 0.01% 1055
2014
Q4 		$1.61M Sell
91,822
-12,502
-12% -$210K 0.01% 1020
2014
Q3 		$1.63M Buy
104,324
+104
+0.1% +$1.73K 0.01% 853
2014
Q2 		$1.81M Buy
104,220
+2,705
+3% +$45.1K 0.02% 821
2014
Q1 		$1.77M Buy
+101,515
New +$1.85M 0.02% 791

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

Stifel Financial's GBDC Position: Q2 2026 in Review

Stifel Financial increased its Golub Capital BDC (GBDC) stake by 2.7% in Q2 2026, buying an estimated $107K and bringing the position to 312,605 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Stifel Financial first reported a position in GBDC in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.58M in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Stifel Financial held 312,605 shares of Golub Capital BDC worth $4.03M as of Q2 2026.
  • Stifel Financial bought 8,192 Golub Capital BDC shares in Q2 2026, an estimated $107K.
  • Golub Capital BDC made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1550 holding.
  • Stifel Financial first reported a position in Golub Capital BDC in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's Golub Capital BDC position peaked at $7.58M in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.