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Modera Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Modera Wealth Management’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
Q3 		– Sell
-19,690
Closed -$288K – 657
2025
Q2 		$288K Sell
19,690
-1,290
-6% -$18.8K ﹤0.01% 544
2025
Q1 		$318K Buy
20,980
+165
+0.8% +$2.53K ﹤0.01% 504
2024
Q4 		$316K Buy
20,815
+178
+0.9% +$2.72K ﹤0.01% 506
2024
Q3 		$312K Buy
20,637
+159
+0.8% +$2.4K ﹤0.01% 489
2024
Q2 		$322K Buy
20,478
+3,915
+24% +$64.3K ﹤0.01% 465
2024
Q1 		$275K Buy
+16,563
New +$259K ﹤0.01% 496

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
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
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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Modera Wealth Management's GBDC Position: Q3 2025 in Review

Modera Wealth Management sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 19,690 shares — an estimated $288K sold.

Modera Wealth Management first reported a position in GBDC in Q1 2024 and held it in 6 quarters. The position peaked at $322K in Q2 2024. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Modera Wealth Management reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 19,690 Golub Capital BDC shares in Q3 2025, an estimated $288K.
  • Modera Wealth Management first reported a position in Golub Capital BDC in Q1 2024 and held it in 6 quarters.
  • Modera Wealth Management's Golub Capital BDC position peaked at $322K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.