Axa’s Golub Capital BDC GBDC Stock Holding History

Axa’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	-18,470	Closed	-$271K	–	461
2025 Q2	$271K	Hold	18,470	–	–	﹤0.01%	1054
2025 Q1	$280K	Buy	18,470 +332	+2%	+$5.09K	﹤0.01%	991
2024 Q4	$275K	Buy	+18,138	New	+$277K	﹤0.01%	1000

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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 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 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 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

Axa's GBDC Position: Q3 2025 in Review

Axa sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 18,470 shares — an estimated $271K sold.

Axa first reported a position in GBDC in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q1 2025. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

Axa reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
Axa sold 18,470 Golub Capital BDC shares in Q3 2025, an estimated $271K.
Axa first reported a position in Golub Capital BDC in Q4 2024 and held it in 3 quarters.
Axa's Golub Capital BDC position peaked at $280K in Q1 2025.
330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.