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Piershale Financial Group’s Golub Capital BDC GBDC Stock Holding History

Piershale Financial Group’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
2023
Q2 		$2.7K Hold
200
– – ﹤0.01% 207
2023
Q1 		$2.71K Buy
+200
New +$2.69K ﹤0.01% 222

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Piershale Financial Group's GBDC Position: Q2 2023 in Review

Piershale Financial Group held its Golub Capital BDC (GBDC) position steady in Q2 2023 at 200 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Piershale Financial Group first reported a position in GBDC in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.71K in Q1 2023. 243 funds tracked by Wall St. Rank hold GBDC as of Q2 2023.

  • Piershale Financial Group held 200 shares of Golub Capital BDC worth $2.7K as of Q2 2023.
  • Piershale Financial Group left its Golub Capital BDC share count unchanged in Q2 2023.
  • Golub Capital BDC made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #207 holding.
  • Piershale Financial Group first reported a position in Golub Capital BDC in Q1 2023 and has held it in 2 quarters since.
  • Piershale Financial Group's Golub Capital BDC position peaked at $2.71K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.