GC
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Grimes & Company’s Golub Capital BDC GBDC Stock Holding History

Grimes & Company’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
-19,005
Closed -$278K – 455
2025
Q2 		$278K Sell
19,005
-7,322
-28% -$107K 0.01% 349
2025
Q1 		$399K Sell
26,327
-5,824
-18% -$89.4K 0.01% 261
2024
Q4 		$487K Buy
32,151
+7,823
+32% +$119K 0.01% 250
2024
Q3 		$368K Buy
+24,328
New +$367K 0.01% 266
2024
Q2 		– Sell
-11,756
Closed -$195K – 354
2024
Q1 		$195K Buy
11,756
+335
+3% +$5.23K 0.01% 321
2023
Q4 		$172K Buy
11,421
+325
+3% +$4.78K 0.01% 308
2023
Q3 		$163K Hold
11,096
– – 0.01% 281
2023
Q2 		$150K Buy
+11,096
New +$147K 0.01% 293
2023
Q1 		– Sell
-11,901
Closed -$157K – 309
2022
Q4 		$157K Buy
+11,901
New +$157K 0.01% 272
2022
Q2 		– Sell
-10,494
Closed -$160K – 280
2022
Q1 		$160K Buy
+10,494
New +$162K 0.01% 290
2021
Q4 		– Sell
-10,489
Closed -$166K – 308
2021
Q3 		$166K Buy
+10,489
New +$165K 0.01% 289

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 $7.19B AUM 25.89% 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 $2.07B 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
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