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Mowery & Schoenfeld Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-1,570
Closed -$23.8K – 418
2025
Q1 		$23.8K Buy
+1,570
New +$24.1K 0.05% 191

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

Mowery & Schoenfeld Wealth Management's GBDC Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 1,570 shares — an estimated $23.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in GBDC in Q1 2025 and held it in 1 quarter. The position peaked at $23.8K in Q1 2025. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,570 Golub Capital BDC shares in Q2 2025, an estimated $23.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Golub Capital BDC in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Golub Capital BDC position peaked at $23.8K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.