Rockefeller Capital Management
GBDC icon

Rockefeller Capital Management’s Golub Capital BDC GBDC Stock Holding History

Rockefeller Capital Management’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
2026
Q2 		$36.1M Sell
2,799,784
-3,084
-0.1% -$40.2K 0.06% 316
2026
Q1 		$35.5M Buy
2,802,868
+491,866
+21% +$6.31M 0.06% 293
2025
Q4 		$31.4M Sell
2,311,002
-660,109
-22% -$9.14M 0.06% 321
2025
Q3 		$40.7M Buy
2,971,111
+164,919
+6% +$2.43M 0.08% 227
2025
Q2 		$41.1M Sell
2,806,192
-1,231,759
-31% -$17.9M 0.09% 221
2025
Q1 		$61.1M Buy
4,037,951
+1,184,500
+42% +$18.2M 0.15% 137
2024
Q4 		$43.3M Sell
2,853,451
-219,772
-7% -$3.35M 0.11% 180
2024
Q3 		$46.4M Sell
3,073,223
-958,664
-24% -$14.5M 0.13% 169
2024
Q2 		$63.3M Buy
4,031,887
+3,599,175
+832% +$59.1M 0.18% 127
2024
Q1 		$7.2M Sell
432,712
-172,263
-28% -$2.69M 0.02% 588
2023
Q4 		$9.14M Buy
604,975
+52
+0% +$765 0.03% 481
2023
Q3 		$8.87M Buy
604,923
+41,232
+7% +$585K 0.03% 453
2023
Q2 		$7.57M Buy
563,691
+107,303
+24% +$1.42M 0.03% 513
2023
Q1 		$6.19M Sell
456,388
-12,989
-3% -$175K 0.03% 530
2022
Q4 		$6.18M Buy
469,377
+4,642
+1% +$61.2K 0.03% 488
2022
Q3 		$5.76M Buy
464,735
+210,145
+83% +$2.86M 0.03% 489
2022
Q2 		$3.3M Buy
254,590
+15,241
+6% +$218K 0.02% 619
2022
Q1 		$3.64M Sell
239,349
-69,502
-23% -$1.08M 0.02% 623
2021
Q4 		$4.77M Buy
308,851
+55,803
+22% +$864K 0.02% 553
2021
Q3 		$4M Buy
253,048
+38,806
+18% +$610K 0.02% 545
2021
Q2 		$3.3M Sell
214,242
-5,789
-3% -$89.8K 0.02% 577
2021
Q1 		$3.22M Buy
220,031
+7,630
+4% +$112K 0.02% 457
2020
Q4 		$3M Sell
212,401
-2,701
-1% -$36.9K 0.02% 421
2020
Q3 		$2.85M Sell
215,102
-21,623
-9% -$270K 0.03% 356
2020
Q2 		$2.76M Buy
236,725
+146,775
+163% +$1.65M 0.03% 333
2020
Q1 		$1.11M Buy
89,950
+39,104
+77% +$640K 0.01% 455
2019
Q4 		$919K Buy
+50,846
New +$897K 0.01% 469

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Rockefeller Capital Management's GBDC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Golub Capital BDC (GBDC) stake by 0.11% in Q2 2026, selling an estimated $40.2K and leaving 2,799,784 shares worth $36.1M. The position accounts for 0.06% of the portfolio, ranked #316.

Rockefeller Capital Management first reported a position in GBDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $63.3M in Q2 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Rockefeller Capital Management held 2,799,784 shares of Golub Capital BDC worth $36.1M as of Q2 2026.
  • Rockefeller Capital Management sold 3,084 Golub Capital BDC shares in Q2 2026, an estimated $40.2K.
  • Golub Capital BDC made up 0.06% of Rockefeller Capital Management's portfolio in Q2 2026, its #316 holding.
  • Rockefeller Capital Management first reported a position in Golub Capital BDC in Q4 2019 and has held it in 27 quarters since.
  • Rockefeller Capital Management's Golub Capital BDC position peaked at $63.3M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.