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Pinnacle Associates’s Golub Capital BDC GBDC Stock Holding History

Pinnacle Associates’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 		– Sell
-31,620
Closed -$479K – 842
2024
Q4 		$479K Buy
+31,620
New +$483K 0.01% 611
2023
Q3 		– Sell
-10,431
Closed -$141K – 818
2023
Q2 		$141K Buy
10,431
+57
+0.5% +$757 ﹤0.01% 779
2023
Q1 		$141K Buy
10,374
+61
+0.6% +$822 ﹤0.01% 738
2022
Q4 		$136K Buy
10,313
+57
+0.6% +$751 ﹤0.01% 728
2022
Q3 		$127K Buy
10,256
+54
+0.5% +$735 ﹤0.01% 714
2022
Q2 		$132K Buy
+10,202
New +$146K ﹤0.01% 723

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

Pinnacle Associates's GBDC Position: Q1 2025 in Review

Pinnacle Associates sold out of Golub Capital BDC (GBDC) in Q1 2025, closing a stake of 31,620 shares — an estimated $479K sold.

Pinnacle Associates first reported a position in GBDC in Q2 2022 and held it in 6 quarters. The position peaked at $479K in Q4 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Pinnacle Associates reported no remaining Golub Capital BDC position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 31,620 Golub Capital BDC shares in Q1 2025, an estimated $479K.
  • Pinnacle Associates first reported a position in Golub Capital BDC in Q2 2022 and held it in 6 quarters.
  • Pinnacle Associates's Golub Capital BDC position peaked at $479K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.