Wipfli Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Wipfli Financial 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
2022 Q3	$23K	Buy	+1,843	New	+$25.1K	﹤0.01%	1510

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Wipfli Financial Advisors's GBDC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Golub Capital BDC (GBDC) in Q3 2022: 1,843 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

230 funds tracked by Wall St. Rank hold GBDC as of Q3 2022.

Wipfli Financial Advisors held 1,843 shares of Golub Capital BDC worth $23K as of Q3 2022.
Golub Capital BDC was a new Wipfli Financial Advisors position in Q3 2022.
Golub Capital BDC made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1510 holding.
230 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.