Position in GBDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$795,225
+$22,061 QoQ
Shares Held
62,814
+10.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $317,837,821 across 13 Asset Management names. GBDC ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,345,665 | $154,738,017 | |
| 2 | BLK |
BlackRock, Inc.
|
106,170 | $102,104,749 | |
| 3 | ARCC |
Ares Capital Corp
|
3,121,008 | $56,240,563 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
24,747 | $1,001,511 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
This page
|
62,814 | $795,225 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
24,650 | $583,958 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
49,800 | $550,788 | |
| 8 | STT |
State Street Corp
|
3,545 | $448,655 |
All Filings in GBDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $795,225 | 62,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $773,164 | 56,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $780,001 | 56,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $730,126 | 49,838 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $745,645 | 49,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $610,190 | 40,250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $608,177 | 40,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $632,327 | 40,250 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $669,357 | 40,250 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $607,775 | 40,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $557,269 | 37,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $607,500 | 45,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $610,200 | 45,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $526,400 | 40,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $422,498 | 34,100 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $347,976 | 26,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $304,990 | 20,052 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $309,602 | 20,052 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $301,607 | 19,077 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $284,529 | 18,452 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $269,768 | 18,452 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $260,911 | 18,452 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $244,317 | 18,453 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $214,977 | 18,453 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $362,321 | 29,453 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||