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Schechter Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Schechter Investment Advisors’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 		$4.93M Buy
325,337
+100,000
+44% +$1.53M 0.41% 49
2024
Q4 		$3.42M Hold
225,337
– – 0.26% 77
2024
Q3 		$3.4M Buy
225,337
+102,922
+84% +$1.55M 0.25% 77
2024
Q2 		$1.92M Sell
122,415
-1,303
-1% -$21.4K 0.14% 125
2024
Q1 		$2.06M Sell
123,718
-9,256
-7% -$145K 0.15% 118
2023
Q4 		$2.01M Sell
132,974
-18,934
-12% -$278K 0.17% 119
2023
Q3 		$2.23M Buy
151,908
+13,425
+10% +$190K 0.22% 87
2023
Q2 		$1.87M Buy
138,483
+637
+0.5% +$8.46K 0.17% 118
2023
Q1 		$1.87M Sell
137,846
-239
-0.2% -$3.22K 0.17% 118
2022
Q4 		$1.82M Sell
138,085
-890
-0.6% -$11.7K 0.17% 129
2022
Q3 		$1.72M Buy
138,975
+174
+0.1% +$2.37K 0.17% 129
2022
Q2 		$1.8M Sell
138,801
-987
-0.7% -$14.1K 0.18% 110
2022
Q1 		$2.13M Sell
139,788
-1,544
-1% -$23.9K 0.2% 95
2021
Q4 		$2.18M Buy
+141,332
New +$2.19M 0.2% 101

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

Schechter Investment Advisors's GBDC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Golub Capital BDC (GBDC) stake by 44% in Q1 2025, buying an estimated $1.53M and bringing the position to 325,337 shares worth $4.93M. The position accounts for 0.41% of the portfolio, ranked #49.

Schechter Investment Advisors first reported a position in GBDC in Q4 2021 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • Schechter Investment Advisors held 325,337 shares of Golub Capital BDC worth $4.93M as of Q1 2025.
  • Schechter Investment Advisors bought 100,000 Golub Capital BDC shares in Q1 2025, an estimated $1.53M.
  • Golub Capital BDC made up 0.41% of Schechter Investment Advisors's portfolio in Q1 2025, its #49 holding.
  • Schechter Investment Advisors first reported a position in Golub Capital BDC in Q4 2021 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.