First Horizon Advisors’s Golub Capital BDC GBDC Stock Holding History

First Horizon 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 Q2	$40.9K	Buy	+2,789	New	+$40.6K	﹤0.01%	1116
2023 Q4	–	Sell	-500	Closed	-$7.33K	–	2402
2023 Q3	$7.33K	Hold	500	–	–	﹤0.01%	1635
2023 Q2	$6.75K	Hold	500	–	–	﹤0.01%	1695
2023 Q1	$6.78K	Hold	500	–	–	﹤0.01%	1714
2022 Q4	$6.58K	Hold	500	–	–	﹤0.01%	1708
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	1701
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	1761
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	1163
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	1600
2021 Q3	$8K	Hold	500	–	–	﹤0.01%	1602
2021 Q2	$8K	Hold	500	–	–	﹤0.01%	1402
2021 Q1	$7K	Hold	500	–	–	﹤0.01%	1387
2020 Q4	$7K	Hold	500	–	–	﹤0.01%	1143
2020 Q3	$7K	Hold	500	–	–	﹤0.01%	1088
2020 Q2	$6K	Sell	500 -11	-2%	-$124	﹤0.01%	1136
2020 Q1	$6K	Hold	511	–	–	﹤0.01%	1070
2019 Q4	$9K	Hold	511	–	–	﹤0.01%	1092
2019 Q3	$9K	Hold	511	–	–	﹤0.01%	1096
2019 Q2	$9K	Hold	511	–	–	﹤0.01%	1105
2019 Q1	$9K	Hold	511	–	–	﹤0.01%	1079
2018 Q4	$8K	Hold	511	–	–	﹤0.01%	1084
2018 Q3	$9K	Hold	511	–	–	﹤0.01%	1144
2018 Q2	$9K	Hold	511	–	–	﹤0.01%	1151
2018 Q1	$9K	Hold	511	–	–	﹤0.01%	1033
2017 Q4	$9K	Hold	511	–	–	﹤0.01%	1061
2017 Q3	$9K	Hold	511	–	–	﹤0.01%	1033
2017 Q2	$10K	Hold	511	–	–	﹤0.01%	978
2017 Q1	$10K	Hold	511	–	–	﹤0.01%	1018
2016 Q4	$9K	Hold	511	–	–	﹤0.01%	1025
2016 Q3	$9K	Hold	511	–	–	﹤0.01%	1016
2016 Q2	$9K	Hold	511	–	–	﹤0.01%	986
2016 Q1	$9K	Hold	511	–	–	﹤0.01%	1015
2015 Q4	$8K	Hold	511	–	–	﹤0.01%	963
2015 Q3	$8K	Hold	511	–	–	﹤0.01%	1040
2015 Q2	$8K	Hold	511	–	–	﹤0.01%	1087
2015 Q1	$9K	Hold	511	–	–	﹤0.01%	1071
2014 Q4	$9K	Hold	511	–	–	﹤0.01%	1061
2014 Q3	$8K	Hold	511	–	–	﹤0.01%	1130
2014 Q2	$9K	Hold	511	–	–	﹤0.01%	1067
2014 Q1	$9K	Hold	511	–	–	﹤0.01%	992
2013 Q4	$10K	Hold	511	–	–	﹤0.01%	929
2013 Q3	$9K	Buy	+511	New	+$8.81K	﹤0.01%	846

Other funds holding GBDC

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 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

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

First Horizon Advisors's GBDC Position: Q2 2025 in Review

First Horizon Advisors opened a new position in Golub Capital BDC (GBDC) in Q2 2025: 2,789 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in GBDC as recently as Q3 2023.

First Horizon Advisors first reported a position in GBDC in Q3 2013 and has held it in 42 quarters since. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

First Horizon Advisors held 2,789 shares of Golub Capital BDC worth $40.9K as of Q2 2025.
Golub Capital BDC was a new First Horizon Advisors position in Q2 2025.
Golub Capital BDC made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1116 holding.
First Horizon Advisors first reported a position in Golub Capital BDC in Q3 2013 and has held it in 42 quarters since.
320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.