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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
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

STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Northeast Financial Consultants
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Legacy Advisors's GBDC Position: Q1 2025 in Review

Legacy Advisors held its Golub Capital BDC (GBDC) position steady in Q1 2025 at 14,100 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #398.

Legacy Advisors first reported a position in GBDC in Q2 2024 and has held it in 4 quarters since. The position peaked at $222K in Q2 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Legacy Advisors held 14,100 shares of Golub Capital BDC worth $213K as of Q1 2025.
  • Legacy Advisors left its Golub Capital BDC share count unchanged in Q1 2025.
  • Golub Capital BDC made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #398 holding.
  • Legacy Advisors first reported a position in Golub Capital BDC in Q2 2024 and has held it in 4 quarters since.
  • Legacy Advisors's Golub Capital BDC position peaked at $222K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.