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Loring Wolcott & Coolidge Fiduciary Advisors’s Golub Capital BDC GBDC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-2,340
Closed -$33.1K – 543
2025
Q3 		$33.1K Buy
+2,340
New +$34.5K ﹤0.01% 454

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GBDC Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 2,340 shares — an estimated $33.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GBDC in Q3 2025 and held it in 1 quarter. The position peaked at $33.1K in Q3 2025. 354 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,340 Golub Capital BDC shares in Q4 2025, an estimated $33.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Golub Capital BDC in Q3 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Golub Capital BDC position peaked at $33.1K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.