PIS
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POM Investment Strategies’s Golub Capital BDC GBDC Stock Holding History

POM Investment Strategies’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
-275
Closed -$4.17K – 267
2024
Q4 		$4.17K Buy
+275
New +$4.2K ﹤0.01% 233

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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 $8.43B AUM 20.31% 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 $1.63B AUM 18.97% 1-Year Est. Return

POM Investment Strategies's GBDC Position: Q1 2025 in Review

POM Investment Strategies sold out of Golub Capital BDC (GBDC) in Q1 2025, closing a stake of 275 shares — an estimated $4.17K sold.

POM Investment Strategies first reported a position in GBDC in Q4 2024 and held it in 1 quarter. The position peaked at $4.17K in Q4 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • POM Investment Strategies reported no remaining Golub Capital BDC position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 275 Golub Capital BDC shares in Q1 2025, an estimated $4.17K.
  • POM Investment Strategies first reported a position in Golub Capital BDC in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's Golub Capital BDC position peaked at $4.17K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.