Position in GBDC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,615,036
-$53,476 QoQ
Shares Held
125,391
-4.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#95
of 317 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Focused Wealth Management, Inc holds $18,835,846 across 10 Asset Management names. GBDC ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
56,944 | $6,700,600 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
600,489 | $5,890,797 | |
| 3 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
185,795 | $1,885,819 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
This page
|
125,391 | $1,615,036 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
73,461 | $1,356,824 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
35,071 | $653,723 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
17,905 | $282,540 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,615 | $187,711 |
All Filings in GBDC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,036 | 125,391 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,668,512 | 131,794 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $162,093 | 11,945 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $159,077 | 11,620 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $165,691 | 11,310 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $166,918 | 11,025 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $161,196 | 10,633 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $156,358 | 10,348 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $158,576 | 10,094 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $142,030 | 9,406 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $137,986 | 9,406 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $123,957 | 9,182 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $121,511 | 8,961 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $114,610 | 8,709 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $122,760 | 9,908 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $125,504 | 9,684 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $144,449 | 9,497 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $152,516 | 9,878 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $153,388 | 9,702 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $146,906 | 9,527 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $139,284 | 9,527 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $129,762 | 9,177 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $119,107 | 8,996 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $102,461 | 8,795 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,512 | 200 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||