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Larson Financial Group’s Golub Capital BDC GBDC Stock Holding History

Larson Financial Group’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 		– Sell
-9,634
Closed -$151K – 2727
2024
Q2 		$151K Hold
9,634
– – 0.01% 543
2024
Q1 		$160K Hold
9,634
– – 0.01% 455
2023
Q4 		$145K Hold
9,634
– – 0.01% 417
2023
Q3 		$141K Hold
9,634
– – 0.01% 387
2023
Q2 		$130K Hold
9,634
– – 0.01% 389
2023
Q1 		$131K Hold
9,634
– – 0.01% 386
2022
Q4 		$127K Hold
9,634
– – 0.02% 373
2022
Q3 		$119K Buy
+9,634
New +$131K 0.02% 340

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

Larson Financial Group's GBDC Position: Q3 2024 in Review

Larson Financial Group sold out of Golub Capital BDC (GBDC) in Q3 2024, closing a stake of 9,634 shares — an estimated $151K sold.

Larson Financial Group first reported a position in GBDC in Q3 2022 and held it in 8 quarters. The position peaked at $160K in Q1 2024. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

  • Larson Financial Group reported no remaining Golub Capital BDC position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 9,634 Golub Capital BDC shares in Q3 2024, an estimated $151K.
  • Larson Financial Group first reported a position in Golub Capital BDC in Q3 2022 and held it in 8 quarters.
  • Larson Financial Group's Golub Capital BDC position peaked at $160K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.