AWS
GBDC icon

Atria Wealth Solutions’s Golub Capital BDC GBDC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-15,916
Closed -$241K – 1632
2025
Q1 		$241K Sell
15,916
-5,165
-25% -$79.3K ﹤0.01% 1607
2024
Q4 		$320K Sell
21,081
-2,119
-9% -$32.3K ﹤0.01% 1510
2024
Q3 		$352K Buy
23,200
+2,574
+12% +$38.9K ﹤0.01% 1416
2024
Q2 		$324K Buy
20,626
+7,694
+59% +$126K ﹤0.01% 1459
2024
Q1 		$220K Buy
12,932
+1,546
+14% +$24.2K ﹤0.01% 1769
2023
Q4 		$172K Sell
11,386
-1,302
-10% -$19.2K ﹤0.01% 1805
2023
Q3 		$186K Hold
12,688
– – ﹤0.01% 1716
2023
Q2 		$171K Buy
12,688
+81
+0.6% +$1.07K ﹤0.01% 1737
2023
Q1 		$171K Sell
12,607
-1,754
-12% -$23.6K ﹤0.01% 1703
2022
Q4 		$189K Buy
14,361
+76
+0.5% +$1K ﹤0.01% 1625
2022
Q3 		$177K Buy
+14,285
New +$194K ﹤0.01% 1576
2022
Q2 		– Sell
-12,207
Closed -$186K – 1735
2022
Q1 		$186K Buy
+12,207
New +$189K ﹤0.01% 1608

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 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
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 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 $2.07B AUM 4.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return