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Lindbrook Capital’s Golub Capital BDC GBDC Stock Holding History

Lindbrook Capital’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 		$45.7M Sell
3,015,305
-25,233
-0.8% -$387K 4.21% 4
2024
Q4 		$46.1M Sell
3,040,538
-421,797
-12% -$6.44M 4.16% 5
2024
Q3 		$52.3M Sell
3,462,335
-89,750
-3% -$1.35M 4.63% 4
2024
Q2 		$55.8M Sell
3,552,085
-130,933
-4% -$2.15M 5.24% 3
2024
Q1 		$61.2M Sell
3,683,018
-1,010,529
-22% -$15.8M 5.73% 3
2023
Q4 		$70.9M Sell
4,693,547
-301,558
-6% -$4.44M 7.08% 3
2023
Q3 		$73.3M Sell
4,995,105
-41,857
-0.8% -$594K 8.2% 2
2023
Q2 		$68M Buy
5,036,962
+18,446
+0.4% +$245K 7.24% 3
2023
Q1 		$68.1M Buy
5,018,516
+104,325
+2% +$1.41M 7.98% 2
2022
Q4 		$64.7M Buy
4,914,191
+214,992
+5% +$2.83M 7.96% 2
2022
Q3 		$58.2M Buy
4,699,199
+256,477
+6% +$3.49M 9.82% 2
2022
Q2 		$57.6M Buy
4,442,722
+1,824,642
+70% +$26.1M 9.52% 2
2022
Q1 		$39.8M Sell
2,618,080
-10,148
-0.4% -$157K 6.15% 3
2021
Q4 		$40.6M Sell
2,628,228
-2,380
-0.1% -$36.9K 6.18% 3
2021
Q3 		$41.6M Buy
2,630,608
+8,905
+0.3% +$140K 10.9% 3
2021
Q2 		$40.4M Sell
2,621,703
-14,965
-0.6% -$232K 9.04% 3
2021
Q1 		$38.5M Sell
2,636,668
-30,152
-1% -$443K 8.68% 3
2020
Q4 		$37.7M Buy
2,666,820
+28,496
+1% +$389K 9.22% 3
2020
Q3 		$34.9M Buy
2,638,324
+3,399
+0.1% +$42.5K 9.62% 3
2020
Q2 		$30.7M Buy
2,634,925
+1,859,503
+240% +$20.9M 9.11% 3
2020
Q1 		$9.54M Buy
+775,422
New +$12.7M 3.61% 5
2019
Q4 		– Sell
-135
Closed -$2K – 1515
2019
Q3 		$2K Buy
+135
New +$2.43K ﹤0.01% 1257

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $1.63B AUM 18.97% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Lindbrook Capital's GBDC Position: Q1 2025 in Review

Lindbrook Capital reduced its Golub Capital BDC (GBDC) stake by 0.83% in Q1 2025, selling an estimated $387K and leaving 3,015,305 shares worth $45.7M. The position accounts for 4.21% of the portfolio, ranked #4.

Lindbrook Capital first reported a position in GBDC in Q3 2019 and has held it in 22 quarters since. The position peaked at $73.3M in Q3 2023. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Lindbrook Capital held 3,015,305 shares of Golub Capital BDC worth $45.7M as of Q1 2025.
  • Lindbrook Capital sold 25,233 Golub Capital BDC shares in Q1 2025, an estimated $387K.
  • Golub Capital BDC made up 4.21% of Lindbrook Capital's portfolio in Q1 2025, its #4 holding.
  • Lindbrook Capital first reported a position in Golub Capital BDC in Q3 2019 and has held it in 22 quarters since.
  • Lindbrook Capital's Golub Capital BDC position peaked at $73.3M in Q3 2023.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.