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Concurrent Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Concurrent Investment Advisors’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
-15,334
Closed -$225K – 1537
2025
Q2 		$225K Buy
+15,334
New +$223K ﹤0.01% 1212

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
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
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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Concurrent Investment Advisors's GBDC Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 15,334 shares — an estimated $225K sold.

Concurrent Investment Advisors first reported a position in GBDC in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 15,334 Golub Capital BDC shares in Q3 2025, an estimated $225K.
  • Concurrent Investment Advisors first reported a position in Golub Capital BDC in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Golub Capital BDC position peaked at $225K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.