Valley National Advisers’s Golub Capital BDC GBDC Stock Holding History

Valley National Advisers’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	$12.9K	Hold	1,000	–	–	﹤0.01%	587
2026 Q1	$12K	Hold	1,000	–	–	﹤0.01%	575
2025 Q4	$13K	Hold	1,000	–	–	﹤0.01%	554
2025 Q3	$13K	Hold	1,000	–	–	﹤0.01%	524
2025 Q2	$14K	Hold	1,000	–	–	﹤0.01%	510
2025 Q1	$15K	Hold	1,000	–	–	﹤0.01%	515
2024 Q4	$15K	Hold	1,000	–	–	﹤0.01%	487
2024 Q3	$15K	Hold	1,000	–	–	﹤0.01%	473
2024 Q2	$15K	Hold	1,000	–	–	﹤0.01%	548
2024 Q1	$16K	Hold	1,000	–	–	﹤0.01%	558
2023 Q4	$15K	Hold	1,000	–	–	﹤0.01%	581
2023 Q3	$15K	Hold	1,000	–	–	﹤0.01%	541
2023 Q2	$14K	Hold	1,000	–	–	﹤0.01%	552
2023 Q1	$13K	Buy	+1,000	New	+$13.5K	﹤0.01%	559

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

Valley National Advisers's GBDC Position: Q2 2026 in Review

Valley National Advisers held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 1,000 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Valley National Advisers first reported a position in GBDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $16K in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Valley National Advisers held 1,000 shares of Golub Capital BDC worth $12.9K as of Q2 2026.
Valley National Advisers left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #587 holding.
Valley National Advisers first reported a position in Golub Capital BDC in Q1 2023 and has held it in 14 quarters since.
Valley National Advisers's Golub Capital BDC position peaked at $16K in Q1 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.