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Tred Avon Family Wealth’s Golub Capital BDC GBDC Stock Holding History

Tred Avon Family Wealth’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
Q1 		$3.13M Buy
247,203
+3,749
+2% +$48.1K 1.04% 16
2025
Q4 		$3.3M Buy
243,454
+3,928
+2% +$54.4K 1.07% 15
2025
Q3 		$3.28M Buy
+239,526
New +$3.53M 1.13% 15

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Tred Avon Family Wealth's GBDC Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Golub Capital BDC (GBDC) stake by 1.5% in Q1 2026, buying an estimated $48.1K and bringing the position to 247,203 shares worth $3.13M. The position accounts for 1.04% of the portfolio, ranked #16.

Tred Avon Family Wealth first reported a position in GBDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Tred Avon Family Wealth held 247,203 shares of Golub Capital BDC worth $3.13M as of Q1 2026.
  • Tred Avon Family Wealth bought 3,749 Golub Capital BDC shares in Q1 2026, an estimated $48.1K.
  • Golub Capital BDC made up 1.04% of Tred Avon Family Wealth's portfolio in Q1 2026, its #16 holding.
  • Tred Avon Family Wealth first reported a position in Golub Capital BDC in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Golub Capital BDC position peaked at $3.3M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.