Truist Financial’s Golub Capital BDC GBDC Stock Holding History

Truist 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	$373K	Buy	28,975 +6,436	+29%	+$83.9K	﹤0.01%	2405
2026 Q1	$285K	Buy	22,539 +2,436	+12%	+$31.3K	﹤0.01%	2420
2025 Q4	$273K	Buy	20,103 +500	+3%	+$6.92K	﹤0.01%	2396
2025 Q3	$268K	Buy	19,603 +1,035	+6%	+$15.2K	﹤0.01%	2388
2025 Q2	$272K	Sell	18,568 -16,127	-46%	-$235K	﹤0.01%	2269
2025 Q1	$525K	Buy	34,695 +2,907	+9%	+$44.6K	﹤0.01%	1847
2024 Q4	$482K	Buy	31,788 +20,101	+172%	+$307K	﹤0.01%	1907
2024 Q3	$177K	Buy	+11,687	New	+$176K	﹤0.01%	2372
2020 Q2	–	Sell	-27,606	Closed	-$340K	–	2465
2020 Q1	$340K	Buy	27,606 +5,790	+27%	+$94.8K	﹤0.01%	1786
2019 Q4	$394K	Buy	+21,816	New	+$385K	﹤0.01%	2006

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial's GBDC Position: Q2 2026 in Review

Truist Financial increased its Golub Capital BDC (GBDC) stake by 29% in Q2 2026, buying an estimated $83.9K and bringing the position to 28,975 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

Truist Financial first reported a position in GBDC in Q4 2019 and has held it in 10 quarters since. The position peaked at $525K in Q1 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Truist Financial held 28,975 shares of Golub Capital BDC worth $373K as of Q2 2026.
Truist Financial bought 6,436 Golub Capital BDC shares in Q2 2026, an estimated $83.9K.
Golub Capital BDC made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2405 holding.
Truist Financial first reported a position in Golub Capital BDC in Q4 2019 and has held it in 10 quarters since.
Truist Financial's Golub Capital BDC position peaked at $525K in Q1 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.