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Abound Wealth Management’s Belden BDC Stock Holding History

Abound Wealth Management’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
Q2 		$2.64K Hold
22
– – ﹤0.01% 713
2026
Q1 		$2.53K Hold
22
– – ﹤0.01% 869
2025
Q4 		$2.56K Hold
22
– – ﹤0.01% 805
2025
Q3 		$2.65K Hold
22
– – ﹤0.01% 769
2025
Q2 		$2.55K Hold
22
– – ﹤0.01% 710
2025
Q1 		$2.21K Buy
+22
New +$2.44K ﹤0.01% 684

Other funds holding BDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's BDC Position: Q2 2026 in Review

Abound Wealth Management held its Belden (BDC) position steady in Q2 2026 at 22 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Abound Wealth Management first reported a position in BDC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.65K in Q3 2025. 374 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

  • Abound Wealth Management held 22 shares of Belden worth $2.64K as of Q2 2026.
  • Abound Wealth Management left its Belden share count unchanged in Q2 2026.
  • Belden made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Abound Wealth Management first reported a position in Belden in Q1 2025 and has held it in 6 quarters since.
  • Abound Wealth Management's Belden position peaked at $2.65K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.