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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 $26.7B AUM 43.32% 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 $164B AUM 112.45% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 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 $1.55T AUM 33.47% 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 $1.63B AUM 18.97% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's GBDC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 15,916 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in GBDC in Q1 2022 and held it in 12 quarters. The position peaked at $352K in Q3 2024. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,916 Golub Capital BDC shares in Q2 2025, an estimated $241K.
  • Atria Wealth Solutions first reported a position in Golub Capital BDC in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Golub Capital BDC position peaked at $352K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.