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 Q2	$337K	Buy	26,145 +420	+2%	+$5.47K	0.21%	85
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

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

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Waypoint Wealth Counsel's GBDC Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Golub Capital BDC (GBDC) stake by 1.6% in Q2 2026, buying an estimated $5.47K and bringing the position to 26,145 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #85.

Waypoint Wealth Counsel first reported a position in GBDC in Q4 2022 and has held it in 5 quarters since. The position peaked at $386K in Q1 2023. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Waypoint Wealth Counsel held 26,145 shares of Golub Capital BDC worth $337K as of Q2 2026.
Waypoint Wealth Counsel bought 420 Golub Capital BDC shares in Q2 2026, an estimated $5.47K.
Golub Capital BDC made up 0.21% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #85 holding.
Waypoint Wealth Counsel first reported a position in Golub Capital BDC in Q4 2022 and has held it in 5 quarters since.
Waypoint Wealth Counsel's Golub Capital BDC position peaked at $386K in Q1 2023.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.