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SOA Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

SOA Wealth 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
Q2 		– Sell
-59
Closed -$893 – 900
2025
Q1 		$893 Hold
59
– – ﹤0.01% 749
2024
Q4 		$894 Buy
+59
New +$900 ﹤0.01% 738

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's GBDC Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 59 shares — an estimated $893 sold.

SOA Wealth Advisors first reported a position in GBDC in Q4 2024 and held it in 2 quarters. The position peaked at $894 in Q4 2024. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 59 Golub Capital BDC shares in Q2 2025, an estimated $893.
  • SOA Wealth Advisors first reported a position in Golub Capital BDC in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Golub Capital BDC position peaked at $894 in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.