Summit Securities Group
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Summit Securities Group’s Golub Capital BDC GBDC Stock Holding History

Summit Securities 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
Q3 		$26.4K Buy
+2,092
New +$27K ﹤0.01% 673
2022
Q2 		– Sell
-300
Closed -$5K – 1055
2022
Q1 		$5K Buy
+300
New +$4.64K ﹤0.01% 967

Other funds holding GBDC

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Summit Securities Group's GBDC Position: Q3 2026 in Review

Summit Securities Group opened a new position in Golub Capital BDC (GBDC) in Q3 2026: 2,092 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in GBDC as recently as Q1 2022.

Summit Securities Group first reported a position in GBDC in Q1 2022 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold GBDC as of Q3 2026.

  • Summit Securities Group held 2,092 shares of Golub Capital BDC worth $26.4K as of Q3 2026.
  • Golub Capital BDC was a new Summit Securities Group position in Q3 2026.
  • Golub Capital BDC made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #673 holding.
  • Summit Securities Group first reported a position in Golub Capital BDC in Q1 2022 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.