Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Golub Capital BDC GBDC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$20M Buy
1,552,650
+38,106
+3% +$497K 0.01% 620
2026
Q1 		$19.2M Hold
1,514,544
– – 0.01% 622
2025
Q4 		$20.6M Buy
1,514,544
+36,154
+2% +$501K 0.01% 634
2025
Q3 		$20.2M Buy
1,478,390
+397,839
+37% +$5.86M 0.01% 642
2025
Q2 		$15.8M Buy
1,080,551
+158,218
+17% +$2.3M 0.01% 645
2025
Q1 		$14M Buy
922,333
+211,979
+30% +$3.25M 0.01% 664
2024
Q4 		$10.8M Buy
710,354
+65,167
+10% +$994K 0.01% 702
2024
Q3 		$9.75M Buy
645,187
+5,264
+0.8% +$79.5K 0.01% 715
2024
Q2 		$10.1M Buy
639,923
+18,615
+3% +$306K 0.01% 707
2024
Q1 		$10.3M Buy
621,308
+38,944
+7% +$608K 0.01% 767
2023
Q4 		$8.79M Sell
582,364
-6,919
-1% -$102K 0.01% 780
2023
Q3 		$8.64M Buy
589,283
+21,950
+4% +$311K 0.01% 796
2023
Q2 		$7.66M Sell
567,333
-22,520
-4% -$299K 0.01% 807
2023
Q1 		$8M Buy
589,853
+12,666
+2% +$171K 0.01% 802
2022
Q4 		$7.6M Sell
577,187
-34,782
-6% -$458K 0.01% 807
2022
Q3 		$7.58M Sell
611,969
-44,961
-7% -$612K 0.01% 812
2022
Q2 		$8.51M Sell
656,930
-36,909
-5% -$528K 0.01% 822
2022
Q1 		$10.6M Sell
693,839
-29,104
-4% -$451K 0.01% 787
2021
Q4 		$11.2M Sell
722,943
-44,541
-6% -$690K 0.01% 765
2021
Q3 		$12.1M Sell
767,484
-33,588
-4% -$528K 0.01% 759
2021
Q2 		$12.4M Buy
801,072
+42,581
+6% +$661K 0.01% 771
2021
Q1 		$11.1M Buy
758,491
+2,646
+0.4% +$38.9K 0.01% 774
2020
Q4 		$10.7M Hold
755,845
– – 0.01% 765
2020
Q3 		$10M Sell
755,845
-171,615
-19% -$2.14M 0.01% 760
2020
Q2 		$10.8M Buy
927,460
+185,733
+25% +$2.09M 0.01% 737
2020
Q1 		$8.93M Buy
+741,727
New +$12.1M 0.01% 725

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Sumitomo Mitsui Trust Group's GBDC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Golub Capital BDC (GBDC) stake by 2.5% in Q2 2026, buying an estimated $497K and bringing the position to 1,552,650 shares worth $20M. The position accounts for 0.01% of the portfolio, ranked #620.

Sumitomo Mitsui Trust Group first reported a position in GBDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.6M in Q4 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,552,650 shares of Golub Capital BDC worth $20M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 38,106 Golub Capital BDC shares in Q2 2026, an estimated $497K.
  • Golub Capital BDC made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #620 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Golub Capital BDC in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Golub Capital BDC position peaked at $20.6M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.