LA
GBDC icon

Legacy Advisors’s Golub Capital BDC GBDC Stock Holding History

Legacy 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 		– Sell
-14,100
Closed -$213K – 159
2025
Q1 		$213K Hold
14,100
– – 0.02% 398
2024
Q4 		$214K Hold
14,100
– – 0.02% 377
2024
Q3 		$213K Hold
14,100
– – 0.02% 357
2024
Q2 		$222K Buy
+14,100
New +$232K 0.03% 300

Other funds holding GBDC

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

Legacy Advisors's GBDC Position: Q2 2025 in Review

Legacy Advisors sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 14,100 shares — an estimated $213K sold.

Legacy Advisors first reported a position in GBDC in Q2 2024 and held it in 4 quarters. The position peaked at $222K in Q2 2024. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Legacy Advisors reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 14,100 Golub Capital BDC shares in Q2 2025, an estimated $213K.
  • Legacy Advisors first reported a position in Golub Capital BDC in Q2 2024 and held it in 4 quarters.
  • Legacy Advisors's Golub Capital BDC position peaked at $222K in Q2 2024.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.