AI
GBDC icon

Atria Investments’s Golub Capital BDC GBDC Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-253,965
Closed -$3.72M – 2067
2025
Q2 		$3.72M Sell
253,965
-170,971
-40% -$2.49M 0.04% 490
2025
Q1 		$6.43M Sell
424,936
-558,350
-57% -$8.57M 0.08% 283
2024
Q4 		$14.9M Buy
983,286
+886,123
+912% +$13.5M 0.19% 111
2024
Q3 		$1.47M Buy
97,163
+8,273
+9% +$125K 0.02% 787
2024
Q2 		$1.4M Buy
88,890
+17,799
+25% +$292K 0.02% 787
2024
Q1 		$1.18M Sell
71,091
-27
-0% -$422 0.02% 884
2023
Q4 		$1.07M Sell
71,118
-116,112
-62% -$1.71M 0.02% 865
2023
Q3 		$2.75M Sell
187,230
-44,510
-19% -$631K 0.05% 457
2023
Q2 		$3.13M Sell
231,740
-29,860
-11% -$396K 0.06% 401
2023
Q1 		$3.55M Sell
261,600
-5,585
-2% -$75.3K 0.07% 345
2022
Q4 		$3.52M Buy
267,185
+67,319
+34% +$887K 0.07% 341
2022
Q3 		$2.48M Buy
199,866
+85,315
+74% +$1.16M 0.05% 419
2022
Q2 		$1.49M Sell
114,551
-25,710
-18% -$368K 0.03% 601
2022
Q1 		$2.13M Buy
+140,261
New +$2.17M 0.04% 551
2020
Q2 		– Sell
-48,403
Closed -$595K – 632
2020
Q1 		$595K Buy
48,403
+2,511
+5% +$41.1K 0.05% 313
2019
Q4 		$830K Buy
45,892
+2,397
+6% +$42.3K 0.02% 605
2019
Q3 		$803K Buy
43,495
+5,026
+13% +$90.3K 0.03% 479
2019
Q2 		$703K Buy
38,469
+24,253
+171% +$425K 0.03% 496
2019
Q1 		$249K Buy
14,216
+36
+0.3% +$634 0.01% 780
2018
Q4 		$229K Hold
14,180
– – 0.01% 762
2018
Q3 		$260K Hold
14,180
– – 0.01% 827
2018
Q2 		$254K Hold
14,180
– – 0.01% 796
2018
Q1 		$248K Hold
14,180
– – 0.01% 742
2017
Q4 		$253K Hold
14,180
– – 0.01% 710
2017
Q3 		$261K Hold
14,180
– – 0.01% 645
2017
Q2 		$266K Hold
14,180
– – 0.02% 605
2017
Q1 		$276K Hold
14,180
– – 0.02% 544
2016
Q4 		$255K Buy
+14,180
New +$254K 0.02% 523

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Atria Investments's GBDC Position: Q3 2025 in Review

Atria Investments sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 253,965 shares — an estimated $3.72M sold.

Atria Investments first reported a position in GBDC in Q4 2016 and held it in 28 quarters. The position peaked at $14.9M in Q4 2024. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Atria Investments reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 253,965 Golub Capital BDC shares in Q3 2025, an estimated $3.72M.
  • Atria Investments first reported a position in Golub Capital BDC in Q4 2016 and held it in 28 quarters.
  • Atria Investments's Golub Capital BDC position peaked at $14.9M in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.