United Advisor Group’s Golub Capital BDC GBDC Stock Holding History

United Advisor 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 Q2	$3.13M	Buy	242,994 +679	+0.3%	+$8.85K	0.33%	80
2026 Q1	$3.07M	Buy	242,315 +27,180	+13%	+$349K	0.38%	66
2025 Q4	$2.92M	Sell	215,135 -5,615	-3%	-$77.7K	0.36%	71
2025 Q3	$3.02M	Buy	220,750 +6,262	+3%	+$92.2K	0.41%	67
2025 Q2	$3.14M	Buy	214,488 +9,006	+4%	+$131K	0.54%	47
2025 Q1	$3.11M	Buy	205,482 +3,832	+2%	+$58.8K	0.64%	40
2024 Q4	$3.06M	Buy	201,650 +17,574	+10%	+$268K	0.6%	41
2024 Q3	$2.78M	Buy	184,076 +11,293	+7%	+$170K	0.63%	40
2024 Q2	$2.71M	Buy	172,783 +10,247	+6%	+$168K	0.84%	28
2024 Q1	$2.7M	Buy	+162,536	New	+$2.54M	1.02%	24

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

United Advisor Group's GBDC Position: Q2 2026 in Review

United Advisor Group increased its Golub Capital BDC (GBDC) stake by 0.28% in Q2 2026, buying an estimated $8.85K and bringing the position to 242,994 shares worth $3.13M. The position accounts for 0.33% of the portfolio, ranked #80.

United Advisor Group first reported a position in GBDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.14M in Q2 2025. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

United Advisor Group held 242,994 shares of Golub Capital BDC worth $3.13M as of Q2 2026.
United Advisor Group bought 679 Golub Capital BDC shares in Q2 2026, an estimated $8.85K.
Golub Capital BDC made up 0.33% of United Advisor Group's portfolio in Q2 2026, its #80 holding.
United Advisor Group first reported a position in Golub Capital BDC in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Golub Capital BDC position peaked at $3.14M in Q2 2025.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.