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Orion Portfolio Solutions’s Golub Capital BDC GBDC Stock Holding History

Orion Portfolio Solutions’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 		$484K Sell
31,975
-686
-2% -$10.5K ﹤0.01% 1441
2024
Q4 		$495K Buy
+32,661
New +$498K ﹤0.01% 1357
2020
Q2 		– Sell
-829
Closed -$10K – 2271
2020
Q1 		$10K Buy
+829
New +$13.6K ﹤0.01% 1063

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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 $8.09B AUM 16.78% 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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Orion Portfolio Solutions's GBDC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Golub Capital BDC (GBDC) stake by 2.1% in Q1 2025, selling an estimated $10.5K and leaving 31,975 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Orion Portfolio Solutions first reported a position in GBDC in Q1 2020 and has held it in 3 quarters since. The position peaked at $495K in Q4 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Orion Portfolio Solutions held 31,975 shares of Golub Capital BDC worth $484K as of Q1 2025.
  • Orion Portfolio Solutions sold 686 Golub Capital BDC shares in Q1 2025, an estimated $10.5K.
  • Golub Capital BDC made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1441 holding.
  • Orion Portfolio Solutions first reported a position in Golub Capital BDC in Q1 2020 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Golub Capital BDC position peaked at $495K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.