SVB Wealth’s Golub Capital BDC GBDC Stock Holding History

SVB Wealth’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	-3,279	Closed	-$49.6K	–	946
2025 Q1	$49.6K	Buy	+3,279	New	+$50.3K	﹤0.01%	545

Other funds holding GBDC

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 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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVB Wealth's GBDC Position: Q2 2025 in Review

SVB Wealth sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 3,279 shares — an estimated $49.6K sold.

SVB Wealth first reported a position in GBDC in Q1 2025 and held it in 1 quarter. The position peaked at $49.6K in Q1 2025. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

SVB Wealth reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3,279 Golub Capital BDC shares in Q2 2025, an estimated $49.6K.
SVB Wealth first reported a position in Golub Capital BDC in Q1 2025 and held it in 1 quarter.
SVB Wealth's Golub Capital BDC position peaked at $49.6K in Q1 2025.
320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.