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Summit Financial’s Golub Capital BDC GBDC Stock Holding History

Summit 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 		$332K Sell
25,809
-684
-3% -$8.91K ﹤0.01% 1268
2026
Q1 		$335K Buy
26,493
+8,300
+46% +$106K ﹤0.01% 1141
2025
Q4 		$247K Sell
18,193
-7,166
-28% -$99.2K ﹤0.01% 1160
2025
Q3 		$347K Sell
25,359
-1,050
-4% -$15.5K 0.01% 1015
2025
Q2 		$387K Sell
26,409
-1,048
-4% -$15.3K 0.01% 625
2025
Q1 		$416K Sell
27,457
-456
-2% -$7K 0.01% 556
2024
Q4 		$423K Buy
+27,913
New +$426K 0.01% 473

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

Summit Financial's GBDC Position: Q2 2026 in Review

Summit Financial reduced its Golub Capital BDC (GBDC) stake by 2.6% in Q2 2026, selling an estimated $8.91K and leaving 25,809 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Summit Financial first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Summit Financial held 25,809 shares of Golub Capital BDC worth $332K as of Q2 2026.
  • Summit Financial sold 684 Golub Capital BDC shares in Q2 2026, an estimated $8.91K.
  • Golub Capital BDC made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1268 holding.
  • Summit Financial first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Golub Capital BDC position peaked at $423K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

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