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Strategic Wealth Partners’s Golub Capital BDC GBDC Stock Holding History

Strategic Wealth Partners’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 		$49K Sell
3,801
-1,060
-22% -$13.8K ﹤0.01% 532
2026
Q1 		$61.5K Sell
4,861
-2,099
-30% -$26.9K ﹤0.01% 477
2025
Q4 		$94.4K Hold
6,960
– – 0.01% 413
2025
Q3 		$95.3K Sell
6,960
-497
-7% -$7.32K 0.01% 443
2025
Q2 		$109K Buy
+7,457
New +$109K 0.01% 380
2024
Q4 		$168K Sell
10,568
-81
-0.8% -$1.24K 0.01% 307
2024
Q3 		$161K Buy
10,649
+3
+0% +$45 0.02% 288
2024
Q2 		$167K Sell
10,646
-821
-7% -$13.5K 0.02% 281
2024
Q1 		$191K Sell
11,467
-5,503
-32% -$86K 0.02% 273
2023
Q4 		$256K Sell
16,970
-338
-2% -$4.97K 0.03% 240
2023
Q3 		$254K Sell
17,308
-1,930
-10% -$27.4K 0.03% 254
2023
Q2 		$260K Sell
19,238
-2,806
-13% -$37.2K 0.03% 257
2023
Q1 		$299K Buy
22,044
+7,724
+54% +$104K 0.05% 214
2022
Q4 		$188K Buy
14,320
+1,165
+9% +$15.4K 0.04% 252
2022
Q3 		$163K Sell
13,155
-2,355
-15% -$32.1K 0.03% 263
2022
Q2 		$201K Sell
15,510
-7,393
-32% -$106K 0.04% 233
2022
Q1 		$348K Sell
22,903
-7,468
-25% -$116K 0.07% 202
2021
Q4 		$469K Sell
30,371
-3,055
-9% -$47.3K 0.09% 199
2021
Q3 		$528K Buy
+33,426
New +$525K 0.16% 165

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

Strategic Wealth Partners's GBDC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Golub Capital BDC (GBDC) stake by 22% in Q2 2026, selling an estimated $13.8K and leaving 3,801 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Strategic Wealth Partners first reported a position in GBDC in Q3 2021 and has held it in 19 quarters since. The position peaked at $528K in Q3 2021. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Strategic Wealth Partners held 3,801 shares of Golub Capital BDC worth $49K as of Q2 2026.
  • Strategic Wealth Partners sold 1,060 Golub Capital BDC shares in Q2 2026, an estimated $13.8K.
  • Golub Capital BDC made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #532 holding.
  • Strategic Wealth Partners first reported a position in Golub Capital BDC in Q3 2021 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Golub Capital BDC position peaked at $528K in Q3 2021.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.