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Waypoint Wealth Counsel’s Golub Capital BDC GBDC Stock Holding History

Waypoint Wealth Counsel’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 		$326K Buy
+25,725
New +$330K 0.17% 131
2023
Q3 		– Sell
-28,458
Closed -$384K – 94
2023
Q2 		$384K Hold
28,458
– – 0.34% 51
2023
Q1 		$386K Sell
28,458
-154
-0.5% -$2.08K 0.3% 58
2022
Q4 		$377K Buy
+28,612
New +$377K 0.3% 60

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
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
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

Waypoint Wealth Counsel's GBDC Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in Golub Capital BDC (GBDC) in Q1 2026: 25,725 shares worth $326K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings. This is a return to the name: Waypoint Wealth Counsel previously reported a position in GBDC as recently as Q2 2023.

Waypoint Wealth Counsel first reported a position in GBDC in Q4 2022 and has held it in 4 quarters since. The position peaked at $386K in Q1 2023. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Waypoint Wealth Counsel held 25,725 shares of Golub Capital BDC worth $326K as of Q1 2026.
  • Golub Capital BDC was a new Waypoint Wealth Counsel position in Q1 2026.
  • Golub Capital BDC made up 0.17% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #131 holding.
  • Waypoint Wealth Counsel first reported a position in Golub Capital BDC in Q4 2022 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Golub Capital BDC position peaked at $386K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.