Dynamic Advisor Solutions LLC GBDC — GOLUB CAP BDC INC

Ownership history in Dynamic Advisor Solutions LLC  ·  9 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported GOLUB CAP BDC INC (GBDC) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows GBDC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GBDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in GOLUB CAP BDC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GBDC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GBDC stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held GBDC — position size vs. price
% of Fund (quarterly)    GBDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,567 +119 +0.7% 0.01% $226K 2026-07-07 $12.75
2026 Q1 REDUCED 5.4% +3.5% ❌ 17,448 -999 -5.4% 0.01% $221K 2026-04-08 $12.33
2025 Q4 REDUCED — — — 18,447 -6 -0.0% 0.01% $250K 2026-01-09 $12.99
2025 Q3 ADDED — — — 18,453 +7 +0.0% 0.01% $253K 2025-10-09 $12.45
2025 Q2 REDUCED 12.7% -3.8% ✅ 18,446 -2,685 -12.7% 0.01% $270K 2025-07-09 $13.43
2025 Q1 UNCHANGED — — — 21,131 — 0% 0.01% $320K 2025-04-17 $12.37
2024 Q4 ADDED — — — 21,131 +2,275 +12.1% 0.01% $320K 2025-01-21 $13.22
2024 Q3 REDUCED 9.8% +3.2% ❌ 18,856 -2,049 -9.8% 0.01% $285K 2024-10-07 $12.55
2024 Q2 INITIATED — — — 20,905 — — 0.01% $328K 2024-07-15 $12.59

🏢 Other funds also holding GBDC

As of 2026 Q2 — sorted by position size

General Partner, Inc. 3Y 0.85% Silverberg Bernstein Capital Management LLC 0.77% STABLEFORD CAPITAL II LLC 3Y 0.63% Miller Global Investments, LLC 0.18% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.07% RDA Financial Network 3Y 7Y 0.06% Bison Wealth, LLC 0.04% NEVILLE RODIE & SHAW INC 3Y 7Y 0.03% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Dynamic Advisor Solutions LLC and GBDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning GBDC?

Dynamic Advisor Solutions LLC reported GBDC across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GBDC position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for GBDC was 0.01% in 2024 Q4.

What is the latest reported GBDC position on this page?

The most recent filing on this page is 2026 Q2, when Dynamic Advisor Solutions LLC reported 17,567 shares, equal to 0.01% of portfolio, with an estimated market value of $226K.

What does the chart on this GBDC ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly GBDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dynamic Advisor Solutions LLC time their GBDC position?

Based on 13F filing dates vs. subsequent GBDC price moves, Dynamic Advisor Solutions LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on GBDC relative to SPY over the holding period was -14.2%.

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