UMB Bank’s Golub Capital BDC GBDC Stock Holding History

UMB Bank’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	$112K	Hold	8,826	–	–	﹤0.01%	932
2025 Q4	$120K	Hold	8,826	–	–	﹤0.01%	869
2025 Q3	$121K	Hold	8,826	–	–	﹤0.01%	785
2025 Q2	$129K	Hold	8,826	–	–	﹤0.01%	731
2025 Q1	$134K	Sell	8,826 -9,678	-52%	-$149K	﹤0.01%	673
2024 Q4	$281K	Hold	18,504	–	–	﹤0.01%	505
2024 Q3	$280K	Hold	18,504	–	–	﹤0.01%	511
2024 Q2	$291K	Hold	18,504	–	–	﹤0.01%	487
2024 Q1	$308K	Hold	18,504	–	–	﹤0.01%	487
2023 Q4	$279K	Hold	18,504	–	–	﹤0.01%	510
2023 Q3	$271K	Hold	18,504	–	–	﹤0.01%	499
2023 Q2	$250K	Hold	18,504	–	–	﹤0.01%	531
2023 Q1	$251K	Hold	18,504	–	–	﹤0.01%	530
2022 Q4	$243K	Hold	18,504	–	–	﹤0.01%	540
2022 Q3	$229K	Sell	18,504 -1,472	-7%	-$20K	﹤0.01%	574
2022 Q2	$258K	Hold	19,976	–	–	﹤0.01%	579
2022 Q1	$304K	Hold	19,976	–	–	﹤0.01%	568
2021 Q4	$308K	Buy	+19,976	New	+$309K	﹤0.01%	582

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 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

UMB Bank's GBDC Position: Q1 2026 in Review

UMB Bank held its Golub Capital BDC (GBDC) position steady in Q1 2026 at 8,826 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

UMB Bank first reported a position in GBDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $308K in Q4 2021. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

UMB Bank held 8,826 shares of Golub Capital BDC worth $112K as of Q1 2026.
UMB Bank left its Golub Capital BDC share count unchanged in Q1 2026.
Golub Capital BDC made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #932 holding.
UMB Bank first reported a position in Golub Capital BDC in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Golub Capital BDC position peaked at $308K in Q4 2021.
346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.