Superior Planning, LLC’s Belden BDC Stock Holding History

Superior Planning, LLC’s Portfolio BDC Stock Details BDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.53K	Buy	+42	New	+$4.86K	﹤0.01%	1237

Other funds holding BDC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Superior Planning, LLC's BDC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Belden (BDC) in Q3 2026: 42 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

245 funds tracked by Wall St. Rank hold BDC as of Q3 2026.

Superior Planning, LLC held 42 shares of Belden worth $4.53K as of Q3 2026.
Belden was a new Superior Planning, LLC position in Q3 2026.
Belden made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1237 holding.
245 funds tracked by Wall St. Rank held Belden as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.