Wealthspire Advisors (New York)’s Golub Capital BDC GBDC Stock Holding History

Wealthspire Advisors (New York)’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	$4.82M	Sell	374,135 -1,000	-0.3%	-$13K	0.03%	270
2026 Q1	$4.75M	Buy	375,135 +356,348	+1,897%	+$4.57M	0.04%	171
2025 Q4	$255K	Sell	18,787 -500	-3%	-$6.92K	﹤0.01%	871
2025 Q3	$264K	Hold	19,287	–	–	﹤0.01%	714
2025 Q2	$283K	Sell	19,287 -225	-1%	-$3.28K	﹤0.01%	684
2025 Q1	$295K	Hold	19,512	–	–	﹤0.01%	645
2024 Q4	$296K	Buy	+19,512	New	+$298K	﹤0.01%	646
2024 Q3	–	Sell	-53,112	Closed	-$834K	–	760
2024 Q2	$834K	Buy	+53,112	New	+$872K	0.01%	345
2024 Q1	–	Sell	-15,520	Closed	-$234K	–	655
2023 Q4	$234K	Hold	15,520	–	–	﹤0.01%	576
2023 Q3	$228K	Buy	+15,520	New	+$220K	﹤0.01%	539
2019 Q1	–	Sell	-5,575	Closed	-$90K	–	324
2018 Q4	$90K	Buy	+5,575	New	+$99.2K	0.01%	119

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

Wealthspire Advisors (New York)'s GBDC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Golub Capital BDC (GBDC) stake by 0.27% in Q2 2026, selling an estimated $13K and leaving 374,135 shares worth $4.82M. The position accounts for 0.03% of the portfolio, ranked #270.

Wealthspire Advisors (New York) first reported a position in GBDC in Q4 2018 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Wealthspire Advisors (New York) held 374,135 shares of Golub Capital BDC worth $4.82M as of Q2 2026.
Wealthspire Advisors (New York) sold 1,000 Golub Capital BDC shares in Q2 2026, an estimated $13K.
Golub Capital BDC made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #270 holding.
Wealthspire Advisors (New York) first reported a position in Golub Capital BDC in Q4 2018 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.