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Pinnacle Wealth Management Advisory Group’s Golub Capital BDC GBDC Stock Holding History

Pinnacle Wealth Management Advisory 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
2025
Q1 		– Sell
-23,287
Closed -$353K – 371
2024
Q4 		$353K Buy
+23,287
New +$355K 0.03% 262

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 Wealth Management Advisory Group's GBDC Position: Q1 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Golub Capital BDC (GBDC) in Q1 2025, closing a stake of 23,287 shares — an estimated $353K sold.

Pinnacle Wealth Management Advisory Group first reported a position in GBDC in Q4 2024 and held it in 1 quarter. The position peaked at $353K in Q4 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Pinnacle Wealth Management Advisory Group reported no remaining Golub Capital BDC position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 23,287 Golub Capital BDC shares in Q1 2025, an estimated $353K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Golub Capital BDC in Q4 2024 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Golub Capital BDC position peaked at $353K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2025, filed 7 May 2025.