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Freedom Investment Management’s Golub Capital BDC GBDC Stock Holding History

Freedom Investment Management’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
-23,164
Closed -$339K – 348
2025
Q2 		$339K Sell
23,164
-21
-0.1% -$306 0.03% 556
2025
Q1 		$351K Sell
23,185
-1,520
-6% -$23.3K 0.03% 530
2024
Q4 		$375K Sell
24,705
-312
-1% -$4.76K 0.03% 516
2024
Q3 		$378K Buy
25,017
+2,696
+12% +$40.7K 0.03% 520
2024
Q2 		$351K Sell
22,321
-2,157
-9% -$35.4K 0.03% 531
2024
Q1 		$407K Buy
24,478
+1,905
+8% +$29.8K 0.03% 498
2023
Q4 		$341K Buy
22,573
+1,286
+6% +$18.9K 0.03% 556
2023
Q3 		$312K Buy
+21,287
New +$302K 0.04% 484

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

Freedom Investment Management's GBDC Position: Q3 2025 in Review

Freedom Investment Management sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 23,164 shares — an estimated $339K sold.

Freedom Investment Management first reported a position in GBDC in Q3 2023 and held it in 8 quarters. The position peaked at $407K in Q1 2024. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Freedom Investment Management reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 23,164 Golub Capital BDC shares in Q3 2025, an estimated $339K.
  • Freedom Investment Management first reported a position in Golub Capital BDC in Q3 2023 and held it in 8 quarters.
  • Freedom Investment Management's Golub Capital BDC position peaked at $407K in Q1 2024.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.