Action Point Financial Planning’s Belden BDC Stock Holding History

Action Point Financial Planning’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	$8.27K	Buy	+76	New	+$8.86K	﹤0.01%	1550

Other funds holding BDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's BDC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Belden (BDC) in Q2 2026: 76 shares worth $8.27K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

371 funds tracked by Wall St. Rank hold BDC as of Q2 2026.

Action Point Financial Planning held 76 shares of Belden worth $8.27K as of Q2 2026.
Belden was a new Action Point Financial Planning position in Q2 2026.
Belden made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1550 holding.
371 funds tracked by Wall St. Rank held Belden as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.