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Axiom Advisory’s Golub Capital BDC GBDC Stock Holding History

Axiom Advisory’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
2024
Q3 		$763K Buy
50,600
+1,992
+4% +$30.1K 0.01% 183
2024
Q2 		$798K Buy
+48,608
New +$798K 0.01% 171

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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

Axiom Advisory's GBDC Position: Q3 2024 in Review

Axiom Advisory increased its Golub Capital BDC (GBDC) stake by 4.1% in Q3 2024, buying an estimated $30.1K and bringing the position to 50,600 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #183.

Axiom Advisory first reported a position in GBDC in Q2 2024 and has held it in 2 quarters since. The position peaked at $798K in Q2 2024. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

  • Axiom Advisory held 50,600 shares of Golub Capital BDC worth $763K as of Q3 2024.
  • Axiom Advisory bought 1,992 Golub Capital BDC shares in Q3 2024, an estimated $30.1K.
  • Golub Capital BDC made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #183 holding.
  • Axiom Advisory first reported a position in Golub Capital BDC in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Golub Capital BDC position peaked at $798K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.