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Avantax Advisory Services’s Golub Capital BDC GBDC Stock Holding History

Avantax Advisory Services’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 		$371K Buy
25,340
+2,176
+9% +$31.7K ﹤0.01% 1765
2025
Q1 		$351K Buy
23,164
+11,347
+96% +$174K ﹤0.01% 1727
2024
Q4 		$179K Buy
+11,817
New +$180K ﹤0.01% 2074

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 $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
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 $2.23B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's GBDC Position: Q2 2025 in Review

Avantax Advisory Services increased its Golub Capital BDC (GBDC) stake by 9.4% in Q2 2025, buying an estimated $31.7K and bringing the position to 25,340 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Avantax Advisory Services first reported a position in GBDC in Q4 2024 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Avantax Advisory Services held 25,340 shares of Golub Capital BDC worth $371K as of Q2 2025.
  • Avantax Advisory Services bought 2,176 Golub Capital BDC shares in Q2 2025, an estimated $31.7K.
  • Golub Capital BDC made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1765 holding.
  • Avantax Advisory Services first reported a position in Golub Capital BDC in Q4 2024 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.