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TrueMark Investments’s Golub Capital BDC GBDC Stock Holding History

TrueMark Investments’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 		– Sell
-61,075
Closed -$829K – 211
2025
Q4 		$829K Buy
+61,075
New +$846K 0.16% 117
2025
Q2 		– Sell
-11,157
Closed -$169K – 174
2025
Q1 		$169K Sell
11,157
-172,237
-94% -$2.64M 0.04% 170
2024
Q4 		$2.78M Buy
183,394
+121,945
+198% +$1.86M 0.89% 45
2024
Q3 		$928K Sell
61,449
-26,959
-30% -$407K 0.3% 87
2024
Q2 		$1.39M Buy
+88,408
New +$1.45M 0.47% 77

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

TrueMark Investments's GBDC Position: Q1 2026 in Review

TrueMark Investments sold out of Golub Capital BDC (GBDC) in Q1 2026, closing a stake of 61,075 shares — an estimated $829K sold.

TrueMark Investments first reported a position in GBDC in Q2 2024 and held it in 5 quarters. The position peaked at $2.78M in Q4 2024. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • TrueMark Investments reported no remaining Golub Capital BDC position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 61,075 Golub Capital BDC shares in Q1 2026, an estimated $829K.
  • TrueMark Investments first reported a position in Golub Capital BDC in Q2 2024 and held it in 5 quarters.
  • TrueMark Investments's Golub Capital BDC position peaked at $2.78M in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.